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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 | $55,732 | $43,730+27.4% | $121,208-54.0% | $64,181-13.2% |
| Participation rate | 26.9% | 58.3%-31.4pp | 71.8%-44.8pp | 69.6%-42.6pp |
| Annual return | -1.29% | 68.94%-70.2pp | 16.93%-18.2pp | 7.63%-8.9pp |
| Employer contribution / active EE | $494 | $1,297-61.9% | $4,023-87.7% | $2,381-79.2% |
| Participant deferral / active EE | $848 | $2,281-62.8% | $3,345-74.6% | $3,470-75.6% |
| Admin fee / account holder | $66,431 | $3,502+1796.7% | $5,020+1223.3% | $4,887+1259.3% |