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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 | $31,179 | $30,732+1.5% | $59,496-47.6% | $59,633-47.7% |
| Participation rate | 11.3% | 43.2%-32.0pp | 54.6%-43.3pp | 68.7%-57.4pp |
| Annual return | -3.21% | 4.47%-7.7pp | 182.05%-185.3pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $158 | $631-75.0% | $1,153-86.3% | $2,203-92.8% |
| Participant deferral / active EE | $156 | $1,183-86.8% | $1,829-91.5% | $3,192-95.1% |
| Admin fee / account holder | $384 | $2,136-82.0% | $2,232-82.8% | $4,297-91.1% |