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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 | $29,058 | $59,111-50.8% | $86,451-66.4% | $68,490-57.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 80.3%-24.8pp | 67.9%-12.3pp |
| Annual return | -12.61% | -0.22%-12.4pp | 4398.51%-4411.1pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,143 | $2,519-54.6% | $3,770-69.7% | $2,597-56.0% |
| Participant deferral / active EE | $1,410 | $5,900-76.1% | $6,953-79.7% | $4,028-65.0% |
| Admin fee / account holder | $2,909 | $5,640-48.4% | $6,734-56.8% | $5,403-46.2% |