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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 | $15,098 | $45,152-66.6% | $73,836-79.6% | $59,633-74.7% |
| Participation rate | 8.8% | 64.0%-55.2pp | 73.4%-64.7pp | 68.7%-59.9pp |
| Annual return | -0.57% | 27.40%-28.0pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $300 | $2,573-88.3% | $3,583-91.6% | $3,192-90.6% |
| Admin fee / account holder | $912 | $3,515-74.0% | $4,882-81.3% | $4,297-78.8% |