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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 | $34,073 | $75,962-55.1% | $154,108-77.9% | $64,173-46.9% |
| Participation rate | 24.4% | 70.4%-46.0pp | 83.0%-58.6pp | 69.6%-45.1pp |
| Annual return | -5.35% | 30.32%-35.7pp | 735.21%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $623 | $3,350-81.4% | $5,298-88.2% | $2,381-73.8% |
| Participant deferral / active EE | $804 | $3,175-74.7% | $5,081-84.2% | $3,470-76.8% |
| Admin fee / account holder | $1,718 | $5,589-69.3% | $13,411-87.2% | $4,887-64.9% |