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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 | $53,879 | $44,850+20.1% | $60,547-11.0% | $59,633-9.6% |
| Participation rate | 36.1% | 59.5%-23.4pp | 68.0%-31.9pp | 68.7%-32.6pp |
| Annual return | -1.80% | 1074.14%-1075.9pp | 335.64%-337.4pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $518 | $2,230-76.8% | $3,328-84.4% | $3,192-83.8% |
| Admin fee / account holder | $9,742 | $3,635+168.0% | $4,536+114.8% | $4,297+126.7% |