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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 | $25,351 | $56,197-54.9% | $67,652-62.5% | $59,633-57.5% |
| Participation rate | 65.3% | 71.5%-6.2pp | 75.7%-10.4pp | 68.7%-3.4pp |
| Annual return | -0.68% | 18508.10%-18508.8pp | 6625.40%-6626.1pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $992 | $1,615-38.5% | $2,266-56.2% | $2,203-55.0% |
| Participant deferral / active EE | $1,053 | $2,844-63.0% | $3,560-70.4% | $3,192-67.0% |
| Admin fee / account holder | $1,612 | $3,958-59.3% | $4,821-66.6% | $4,297-62.5% |