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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 | $16,823 | $90,606-81.4% | $79,466-78.8% | $135,379-87.6% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -6.35% | 977.69%-984.0pp | 718.28%-724.6pp | 519.79%-526.1pp |
| Employer contribution / active EE | $6,051 | $3,068+97.2% | $2,800+116.1% | $4,779+26.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,365 | $5,895-76.8% | $5,104-73.3% | $10,828-87.4% |