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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 | $20,829 | $48,274-56.9% | $63,244-67.1% | $59,633-65.1% |
| Participation rate | 44.2% | 66.3%-22.1pp | 71.0%-26.9pp | 68.7%-24.5pp |
| Annual return | -0.51% | -240.79%+240.3pp | -70.31%+69.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $321 | $1,586-79.8% | $2,322-86.2% | $2,203-85.4% |
| Participant deferral / active EE | $357 | $2,343-84.7% | $2,953-87.9% | $3,192-88.8% |
| Admin fee / account holder | $692 | $3,600-80.8% | $5,893-88.3% | $4,297-83.9% |