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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 | $36,526 | $75,962-51.9% | $154,108-76.3% | $64,173-43.1% |
| Participation rate | 38.9% | 70.4%-31.5pp | 83.0%-44.1pp | 69.6%-30.7pp |
| Annual return | -0.97% | 30.32%-31.3pp | 735.21%-736.2pp | 7.63%-8.6pp |
| Employer contribution / active EE | $466 | $3,350-86.1% | $5,298-91.2% | $2,381-80.4% |
| Participant deferral / active EE | $498 | $3,175-84.3% | $5,081-90.2% | $3,470-85.7% |
| Admin fee / account holder | $14,547 | $5,589+160.3% | $13,411+8.5% | $4,887+197.6% |