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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 | $15,424 | $45,152-65.8% | $73,836-79.1% | $59,633-74.1% |
| Participation rate | 51.9% | 64.0%-12.1pp | 73.4%-21.5pp | 68.7%-16.7pp |
| Annual return | -0.50% | 27.40%-27.9pp | 2268.06%-2268.6pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $645 | $1,901-66.1% | $2,787-76.9% | $2,203-70.7% |
| Participant deferral / active EE | $718 | $2,573-72.1% | $3,583-80.0% | $3,192-77.5% |
| Admin fee / account holder | $710 | $3,515-79.8% | $4,882-85.5% | $4,297-83.5% |