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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,012 | $56,197-60.8% | $67,652-67.5% | $59,633-63.1% |
| Participation rate | 57.9% | 71.5%-13.6pp | 75.7%-17.8pp | 68.7%-10.8pp |
| Annual return | -0.89% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $337 | $1,615-79.1% | $2,266-85.1% | $2,203-84.7% |
| Participant deferral / active EE | $1,037 | $2,844-63.5% | $3,560-70.9% | $3,192-67.5% |
| Admin fee / account holder | $6,209 | $3,958+56.9% | $4,821+28.8% | $4,297+44.5% |