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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 | $7,918 | $39,028-79.7% | $80,741-90.2% | $85,847-90.8% |
| Participation rate | 11.7% | 41.6%-29.9pp | 54.2%-42.5pp | 69.3%-57.6pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.61%-318.6pp |
| Employer contribution / active EE | $135 | $722-81.2% | $1,160-88.3% | $2,565-94.7% |
| Participant deferral / active EE | $239 | $1,326-82.0% | $2,145-88.9% | $3,952-94.0% |
| Admin fee / account holder | $3,626 | $2,429+49.3% | $3,380+7.3% | $6,261-42.1% |