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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 | $12,860 | $45,152-71.5% | $73,836-82.6% | $59,633-78.4% |
| Participation rate | 18.8% | 64.0%-45.3pp | 73.4%-54.7pp | 68.7%-49.9pp |
| Annual return | -0.31% | 27.40%-27.7pp | 2268.06%-2268.4pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $212 | $1,901-88.9% | $2,787-92.4% | $2,203-90.4% |
| Participant deferral / active EE | $280 | $2,573-89.1% | $3,583-92.2% | $3,192-91.2% |
| Admin fee / account holder | $4,941 | $3,515+40.6% | $4,882+1.2% | $4,297+15.0% |