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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 | $20,097 | $45,152-55.5% | $73,836-72.8% | $59,633-66.3% |
| Participation rate | 13.6% | 64.0%-50.4pp | 73.4%-59.8pp | 68.7%-55.0pp |
| Annual return | -1.95% | 27.40%-29.4pp | 2268.06%-2270.0pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $370 | $1,901-80.6% | $2,787-86.7% | $2,203-83.2% |
| Participant deferral / active EE | $401 | $2,573-84.4% | $3,583-88.8% | $3,192-87.4% |
| Admin fee / account holder | $6,967 | $3,515+98.2% | $4,882+42.7% | $4,297+62.1% |