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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 | $11,533 | $30,732-62.5% | $59,496-80.6% | $59,633-80.7% |
| Participation rate | 18.5% | 43.2%-24.7pp | 54.6%-36.0pp | 68.7%-50.2pp |
| Annual return | -1.47% | 4.47%-5.9pp | 182.05%-183.5pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $161 | $631-74.5% | $1,153-86.0% | $2,203-92.7% |
| Participant deferral / active EE | $305 | $1,183-74.2% | $1,829-83.3% | $3,192-90.4% |
| Admin fee / account holder | $1,814 | $2,136-15.1% | $2,232-18.7% | $4,297-57.8% |