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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 | $23,630 | $211,946-88.9% | $169,452-86.1% | $135,380-82.5% |
| Participation rate | 5.6% | 82.6%-77.1pp | 77.8%-72.2pp | 82.6%-77.1pp |
| Annual return | -2.87% | 3.26%-6.1pp | 1.83%-4.7pp | 519.81%-522.7pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $378 | $6,075-93.8% | $5,277-92.8% | $5,609-93.3% |
| Admin fee / account holder | $26,148 | $11,472+127.9% | $9,110+187.0% | $10,828+141.5% |