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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 | $14,013 | $49,177-71.5% | $79,467-82.4% | $64,173-78.2% |
| Participation rate | 4.3% | 65.0%-60.8pp | 73.3%-69.1pp | 69.6%-65.3pp |
| Annual return | -6.25% | -1.16%-5.1pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $264 | $2,076-87.3% | $2,800-90.6% | $2,381-88.9% |
| Participant deferral / active EE | $330 | $2,821-88.3% | $3,704-91.1% | $3,470-90.5% |
| Admin fee / account holder | $1,468 | $3,839-61.7% | $5,104-71.2% | $4,887-70.0% |