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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 | $20,208 | $39,798-49.2% | $67,704-70.2% | $59,633-66.1% |
| Participation rate | 46.2% | 57.4%-11.2pp | 67.5%-21.4pp | 68.7%-22.5pp |
| Annual return | -1.77% | 89.94%-91.7pp | 25.41%-27.2pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $192 | $1,393-86.2% | $2,559-92.5% | $2,203-91.3% |
| Participant deferral / active EE | $341 | $2,335-85.4% | $3,585-90.5% | $3,192-89.3% |
| Admin fee / account holder | $1,146 | $3,212-64.3% | $4,255-73.1% | $4,297-73.3% |