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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 | $25,923 | $75,832-65.8% | $147,618-82.4% | $59,633-56.5% |
| Participation rate | 8.8% | 71.6%-62.8pp | 84.6%-75.8pp | 68.7%-59.9pp |
| Annual return | -1.43% | 0.37%-1.8pp | 61.98%-63.4pp | 2041.40%-2042.8pp |
| Employer contribution / active EE | $358 | $3,485-89.7% | $5,565-93.6% | $2,203-83.8% |
| Participant deferral / active EE | $517 | $3,131-83.5% | $4,895-89.4% | $3,192-83.8% |
| Admin fee / account holder | $21,978 | $5,986+267.2% | $11,612+89.3% | $4,297+411.5% |