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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 | $30,103 | $133,998-77.5% | $112,263-73.2% | $134,545-77.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -6.23% | 47.17%-53.4pp | 27.49%-33.7pp | 418.37%-424.6pp |
| Employer contribution / active EE | $1,307 | $4,040-67.6% | $3,636-64.1% | $4,742-72.4% |
| Participant deferral / active EE | $1,441 | $5,292-72.8% | $4,729-69.5% | $6,401-77.5% |
| Admin fee / account holder | $140,080 | $7,493+1769.5% | $6,410+2085.2% | $11,431+1125.5% |