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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 | $7,757 | $30,732-74.8% | $59,496-87.0% | $59,633-87.0% |
| Participation rate | 17.2% | 43.2%-26.0pp | 54.6%-37.3pp | 68.7%-51.4pp |
| Annual return | -3.39% | 4.47%-7.9pp | 182.05%-185.4pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $82 | $631-87.0% | $1,153-92.9% | $2,203-96.3% |
| Participant deferral / active EE | $163 | $1,183-86.2% | $1,829-91.1% | $3,192-94.9% |
| Admin fee / account holder | $1,896 | $2,136-11.2% | $2,232-15.1% | $4,297-55.9% |