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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 | $22,176 | $45,152-50.9% | $73,836-70.0% | $59,633-62.8% |
| Participation rate | 22.2% | 64.0%-41.8pp | 73.4%-51.2pp | 68.7%-46.4pp |
| Annual return | -2.21% | 27.40%-29.6pp | 2268.06%-2270.3pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $195 | $1,901-89.7% | $2,787-93.0% | $2,203-91.1% |
| Participant deferral / active EE | $685 | $2,573-73.4% | $3,583-80.9% | $3,192-78.5% |
| Admin fee / account holder | $7,442 | $3,515+111.8% | $4,882+52.5% | $4,297+73.2% |