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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 | $25,771 | $39,798-35.2% | $67,704-61.9% | $59,633-56.8% |
| Participation rate | 23.3% | 57.4%-34.0pp | 67.5%-44.2pp | 68.7%-45.3pp |
| Annual return | -2.22% | 89.94%-92.2pp | 25.41%-27.6pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $156 | $1,393-88.8% | $2,559-93.9% | $2,203-92.9% |
| Participant deferral / active EE | $263 | $2,335-88.8% | $3,585-92.7% | $3,192-91.8% |
| Admin fee / account holder | $570 | $3,212-82.3% | $4,255-86.6% | $4,297-86.7% |