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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 | $16,155 | $46,360-65.2% | $147,617-89.1% | $52,331-69.1% |
| Participation rate | 9.8% | 64.9%-55.2pp | 84.6%-74.9pp | 68.1%-58.3pp |
| Annual return | -0.48% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $0 | $2,126-100.0% | $5,564-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $148 | $2,258-93.5% | $4,895-97.0% | $3,022-95.1% |
| Admin fee / account holder | $886 | $766+15.7% | $11,612-92.4% | $592+49.8% |