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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 | $24,930 | $49,177-49.3% | $79,467-68.6% | $64,173-61.2% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.6pp | 69.6%-14.8pp |
| Annual return | -5.22% | -1.16%-4.1pp | 718.30%-723.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $399 | $2,076-80.8% | $2,800-85.8% | $2,381-83.3% |
| Participant deferral / active EE | $183 | $2,821-93.5% | $3,704-95.1% | $3,470-94.7% |
| Admin fee / account holder | $4,753 | $3,839+23.8% | $5,104-6.9% | $4,887-2.8% |