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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 | $42,680 | $45,152-5.5% | $73,836-42.2% | $59,633-28.4% |
| Participation rate | 26.7% | 64.0%-37.4pp | 73.4%-46.8pp | 68.7%-42.0pp |
| Annual return | -0.79% | 27.40%-28.2pp | 2268.06%-2268.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $530 | $1,901-72.1% | $2,787-81.0% | $2,203-75.9% |
| Participant deferral / active EE | $561 | $2,573-78.2% | $3,583-84.3% | $3,192-82.4% |
| Admin fee / account holder | $13,292 | $3,515+278.2% | $4,882+172.3% | $4,297+209.3% |