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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 | $27,479 | $56,197-51.1% | $67,652-59.4% | $59,633-53.9% |
| Participation rate | 46.4% | 71.5%-25.0pp | 75.7%-29.2pp | 68.7%-22.2pp |
| Annual return | -0.32% | 18508.10%-18508.4pp | 6625.40%-6625.7pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $629 | $1,615-61.0% | $2,266-72.2% | $2,203-71.4% |
| Participant deferral / active EE | $1,062 | $2,844-62.6% | $3,560-70.2% | $3,192-66.7% |
| Admin fee / account holder | $1,598 | $3,958-59.6% | $4,821-66.8% | $4,297-62.8% |