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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 | $20,784 | $138,072-84.9% | $123,549-83.2% | $135,382-84.6% |
| Participation rate | 59.1% | 84.7%-25.6pp | 82.3%-23.2pp | 82.6%-23.6pp |
| Annual return | -1.29% | 153.69%-155.0pp | 119.20%-120.5pp | 519.77%-521.1pp |
| Employer contribution / active EE | $1,132 | $5,152-78.0% | $4,628-75.5% | $4,779-76.3% |
| Participant deferral / active EE | $2,174 | $6,799-68.0% | $6,426-66.2% | $5,609-61.2% |
| Admin fee / account holder | $42,633 | $10,917+290.5% | $9,284+359.2% | $10,829+293.7% |