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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 | $9,076 | $30,107-69.9% | $61,501-85.2% | $64,824-86.0% |
| Participation rate | 59.7% | 36.4%+23.3pp | 52.6%+7.1pp | 71.5%-11.8pp |
| Annual return | 180.61% | -13.99%+194.6pp | 339.04%-158.4pp | 32.84%+147.8pp |
| Employer contribution / active EE | $0 | $537-100.0% | $1,160-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $274 | $1,126-75.6% | $2,125-87.1% | $4,311-93.6% |
| Admin fee / account holder | $17,288 | $148+11559.6% | $2,132+711.0% | $188+9103.5% |