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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 | $29,577 | $49,177-39.9% | $79,466-62.8% | $64,173-53.9% |
| Participation rate | 14.4% | 65.0%-50.6pp | 73.3%-58.9pp | 69.6%-55.1pp |
| Annual return | -6.97% | -1.16%-5.8pp | 718.28%-725.3pp | 7.63%-14.6pp |
| Employer contribution / active EE | $278 | $2,076-86.6% | $2,800-90.1% | $2,381-88.3% |
| Participant deferral / active EE | $553 | $2,821-80.4% | $3,704-85.1% | $3,470-84.0% |
| Admin fee / account holder | $1,104 | $3,839-71.2% | $5,104-78.4% | $4,887-77.4% |