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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 | $14,630 | $39,798-63.2% | $67,704-78.4% | $59,633-75.5% |
| Participation rate | 17.8% | 57.4%-39.6pp | 67.5%-49.7pp | 68.7%-50.9pp |
| Annual return | -1.63% | 89.94%-91.6pp | 25.41%-27.0pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $404 | $2,335-82.7% | $3,585-88.7% | $3,192-87.4% |
| Admin fee / account holder | $6,881 | $3,212+114.3% | $4,255+61.7% | $4,297+60.1% |