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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 | $60,877 | $45,566+33.6% | $64,105-5.0% | $59,633+2.1% |
| Participation rate | 15.9% | 60.2%-44.3pp | 68.2%-52.3pp | 68.7%-52.8pp |
| Annual return | -0.31% | 4.95%-5.3pp | 791.24%-791.6pp | 2041.45%-2041.8pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $291 | $2,057-85.8% | $2,822-89.7% | $3,192-90.9% |
| Admin fee / account holder | $366 | $3,268-88.8% | $4,499-91.9% | $4,297-91.5% |