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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 | $23,528 | $39,798-40.9% | $67,704-65.2% | $59,633-60.5% |
| Participation rate | 7.5% | 57.4%-49.8pp | 67.5%-60.0pp | 68.7%-61.1pp |
| Annual return | -2.81% | 89.94%-92.7pp | 25.41%-28.2pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $234 | $1,393-83.2% | $2,559-90.8% | $2,203-89.4% |
| Participant deferral / active EE | $423 | $2,335-81.9% | $3,585-88.2% | $3,192-86.7% |
| Admin fee / account holder | $5,594 | $3,212+74.2% | $4,255+31.5% | $4,297+30.2% |