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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 | $21,568 | $45,566-52.7% | $64,105-66.4% | $59,633-63.8% |
| Participation rate | 13.3% | 60.2%-46.8pp | 68.2%-54.8pp | 68.7%-55.3pp |
| Annual return | -0.21% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $681 | $2,057-66.9% | $2,822-75.9% | $3,192-78.7% |
| Admin fee / account holder | $51,797 | $3,268+1485.2% | $4,499+1051.2% | $4,297+1105.4% |