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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 | $25,741 | $45,566-43.5% | $64,105-59.8% | $59,633-56.8% |
| Participation rate | 33.3% | 60.2%-26.8pp | 68.2%-34.8pp | 68.7%-35.3pp |
| Annual return | -1.74% | 4.95%-6.7pp | 791.24%-793.0pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $500 | $2,057-75.7% | $2,822-82.3% | $3,192-84.3% |
| Admin fee / account holder | $13,390 | $3,268+309.8% | $4,499+197.6% | $4,297+211.6% |