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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 | $51,051 | $56,197-9.2% | $67,652-24.5% | $59,633-14.4% |
| Participation rate | 28.3% | 71.5%-43.2pp | 75.7%-47.4pp | 68.7%-40.4pp |
| Annual return | -0.35% | 18508.10%-18508.5pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $54 | $2,844-98.1% | $3,560-98.5% | $3,192-98.3% |
| Admin fee / account holder | $544 | $3,958-86.3% | $4,821-88.7% | $4,297-87.3% |