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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 | $29,287 | $45,152-35.1% | $73,836-60.3% | $59,633-50.9% |
| Participation rate | 17.4% | 64.0%-46.6pp | 73.4%-56.1pp | 68.7%-51.3pp |
| Annual return | -0.91% | 27.40%-28.3pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $307 | $1,901-83.8% | $2,787-89.0% | $2,203-86.1% |
| Participant deferral / active EE | $565 | $2,573-78.0% | $3,583-84.2% | $3,192-82.3% |
| Admin fee / account holder | $7,012 | $3,515+99.5% | $4,882+43.6% | $4,297+63.2% |