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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 | $16,674 | $30,732-45.7% | $59,496-72.0% | $59,633-72.0% |
| Participation rate | 17.5% | 43.2%-25.7pp | 54.6%-37.1pp | 68.7%-51.2pp |
| Annual return | -2.08% | 4.47%-6.5pp | 182.05%-184.1pp | 2041.45%-2043.5pp |
| Employer contribution / active EE | $0 | $631-100.0% | $1,153-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $306 | $1,183-74.2% | $1,829-83.3% | $3,192-90.4% |
| Admin fee / account holder | $12,731 | $2,136+496.0% | $2,232+470.3% | $4,297+196.3% |