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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 | $49,889 | $75,962-34.3% | $154,111-67.6% | $64,173-22.3% |
| Participation rate | 26.2% | 70.4%-44.2pp | 83.0%-56.8pp | 69.6%-43.3pp |
| Annual return | -3.87% | 30.32%-34.2pp | 735.18%-739.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $490 | $3,350-85.4% | $5,298-90.8% | $2,381-79.4% |
| Participant deferral / active EE | $245 | $3,175-92.3% | $5,081-95.2% | $3,470-92.9% |
| Admin fee / account holder | $1,576 | $5,589-71.8% | $13,411-88.2% | $4,887-67.8% |