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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 | $44,292 | $59,107-25.1% | $86,439-48.8% | $68,495-35.3% |
| Participation rate | 27.0% | 75.2%-48.2pp | 80.3%-53.3pp | 67.9%-40.9pp |
| Annual return | -18.80% | -0.23%-18.6pp | 4395.55%-4414.3pp | -7.84%-11.0pp |
| Employer contribution / active EE | $545 | $2,519-78.4% | $3,769-85.5% | $2,596-79.0% |
| Participant deferral / active EE | $868 | $5,901-85.3% | $6,952-87.5% | $4,028-78.4% |
| Admin fee / account holder | $28,515 | $5,637+405.9% | $6,732+323.6% | $5,403+427.7% |