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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 | $8,259 | $30,732-73.1% | $59,496-86.1% | $59,633-86.2% |
| Participation rate | 40.0% | 43.2%-3.2pp | 54.6%-14.6pp | 68.7%-28.7pp |
| Annual return | -0.92% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $167 | $1,183-85.9% | $1,829-90.9% | $3,192-94.8% |
| Admin fee / account holder | $413 | $2,136-80.7% | $2,232-81.5% | $4,297-90.4% |