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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 | $28,179 | $75,962-62.9% | $154,111-81.7% | $64,173-56.1% |
| Participation rate | 26.5% | 70.4%-43.9pp | 83.0%-56.6pp | 69.6%-43.1pp |
| Annual return | -4.05% | 30.32%-34.4pp | 735.18%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $741 | $3,350-77.9% | $5,298-86.0% | $2,381-68.9% |
| Participant deferral / active EE | $807 | $3,175-74.6% | $5,081-84.1% | $3,470-76.7% |
| Admin fee / account holder | $4,980 | $5,589-10.9% | $13,411-62.9% | $4,887+1.9% |