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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 | $15,588 | $45,152-65.5% | $73,835-78.9% | $59,633-73.9% |
| Participation rate | 48.6% | 64.0%-15.4pp | 73.4%-24.8pp | 68.7%-20.0pp |
| Annual return | -1.19% | 27.40%-28.6pp | 2268.13%-2269.3pp | 2041.40%-2042.6pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,788-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $612 | $2,573-76.2% | $3,583-82.9% | $3,192-80.8% |
| Admin fee / account holder | $2,169 | $3,515-38.3% | $4,880-55.6% | $4,297-49.5% |