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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 | $36,041 | $49,177-26.7% | $79,467-54.6% | $64,173-43.8% |
| Participation rate | 18.4% | 65.0%-46.6pp | 73.3%-54.9pp | 69.6%-51.1pp |
| Annual return | -7.64% | -1.16%-6.5pp | 718.30%-725.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $293 | $2,076-85.9% | $2,800-89.5% | $2,381-87.7% |
| Participant deferral / active EE | $724 | $2,821-74.3% | $3,704-80.5% | $3,470-79.1% |
| Admin fee / account holder | $1,662 | $3,839-56.7% | $5,104-67.4% | $4,887-66.0% |