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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 | $25,513 | $82,674-69.1% | $125,381-79.7% | $68,486-62.7% |
| Participation rate | 44.7% | 75.1%-30.3pp | 82.4%-37.6pp | 67.9%-23.2pp |
| Annual return | -12.92% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,139 | $3,382-66.3% | $4,815-76.4% | $2,597-56.1% |
| Participant deferral / active EE | $2,436 | $6,111-60.1% | $7,448-67.3% | $4,028-39.5% |
| Admin fee / account holder | $13,098 | $6,277+108.7% | $10,007+30.9% | $5,404+142.4% |