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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 | $22,927 | $49,177-53.4% | $79,466-71.1% | $64,173-64.3% |
| Participation rate | 44.4% | 65.0%-20.6pp | 73.3%-28.9pp | 69.6%-25.1pp |
| Annual return | -4.41% | -1.16%-3.3pp | 718.28%-722.7pp | 7.63%-12.0pp |
| Employer contribution / active EE | $275 | $2,076-86.8% | $2,800-90.2% | $2,381-88.4% |
| Participant deferral / active EE | $715 | $2,821-74.7% | $3,704-80.7% | $3,470-79.4% |
| Admin fee / account holder | $558 | $3,839-85.5% | $5,104-89.1% | $4,887-88.6% |