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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 | $49,137 | $45,566+7.8% | $64,105-23.3% | $59,633-17.6% |
| Participation rate | 15.2% | 60.2%-45.0pp | 68.2%-53.0pp | 68.7%-53.5pp |
| Annual return | -2.14% | 4.95%-7.1pp | 791.24%-793.4pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $476 | $2,057-76.9% | $2,822-83.1% | $3,192-85.1% |
| Admin fee / account holder | $2,884 | $3,268-11.7% | $4,499-35.9% | $4,297-32.9% |