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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 | $21,662 | $138,076-84.3% | $123,553-82.5% | $135,380-84.0% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | -5.29% | 153.70%-159.0pp | 119.21%-124.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,457 | $6,800-78.6% | $6,426-77.3% | $5,609-74.0% |
| Admin fee / account holder | $18,495 | $10,917+69.4% | $9,284+99.2% | $10,828+70.8% |