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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 | $16,331 | $97,732-83.3% | $83,831-80.5% | $135,380-87.9% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -1.27% | 1287.56%-1288.8pp | 850.99%-852.3pp | 519.81%-521.1pp |
| Employer contribution / active EE | $787 | $4,222-81.4% | $3,631-78.3% | $4,779-83.5% |
| Participant deferral / active EE | $822 | $4,683-82.4% | $4,082-79.9% | $5,609-85.3% |
| Admin fee / account holder | $45,236 | $6,675+577.7% | $5,479+725.7% | $10,828+317.8% |