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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 | $14,223 | $67,396-78.9% | $60,919-76.7% | $134,545-89.4% |
| Participation rate | 29.4% | 76.2%-46.8pp | 73.1%-43.7pp | 81.2%-51.8pp |
| Annual return | -13.58% | 50.12%-63.7pp | 16.96%-30.5pp | 418.37%-431.9pp |
| Employer contribution / active EE | $402 | $3,101-87.0% | $2,704-85.1% | $4,742-91.5% |
| Participant deferral / active EE | $526 | $4,534-88.4% | $3,814-86.2% | $6,401-91.8% |
| Admin fee / account holder | $6,369 | $4,590+38.8% | $3,228+97.3% | $11,431-44.3% |