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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 | $21,960 | $90,607-75.8% | $79,467-72.4% | $135,380-83.8% |
| Participation rate | 25.0% | 76.0%-51.0pp | 73.3%-48.3pp | 82.6%-57.6pp |
| Annual return | -1.20% | 977.74%-978.9pp | 718.30%-719.5pp | 519.81%-521.0pp |
| Employer contribution / active EE | $49 | $3,068-98.4% | $2,800-98.2% | $4,779-99.0% |
| Participant deferral / active EE | $259 | $4,050-93.6% | $3,704-93.0% | $5,609-95.4% |
| Admin fee / account holder | $8,279 | $5,895+40.4% | $5,104+62.2% | $10,828-23.5% |