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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 | $32,867 | $45,566-27.9% | $64,105-48.7% | $59,633-44.9% |
| Participation rate | 16.2% | 60.2%-44.0pp | 68.2%-52.0pp | 68.7%-52.5pp |
| Annual return | -1.90% | 4.95%-6.9pp | 791.24%-793.1pp | 2041.40%-2043.3pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $199 | $2,057-90.3% | $2,822-92.9% | $3,192-93.8% |
| Admin fee / account holder | $9,727 | $3,268+197.7% | $4,499+116.2% | $4,297+126.4% |