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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 | $39,759 | $85,790-53.7% | $67,313-40.9% | $135,379-70.6% |
| Participation rate | 22.2% | 76.5%-54.2pp | 69.1%-46.9pp | 82.6%-60.4pp |
| Annual return | -1.40% | -0.54%-0.9pp | -4.08%+2.7pp | 519.79%-521.2pp |
| Employer contribution / active EE | $480 | $3,487-86.2% | $2,566-81.3% | $4,779-90.0% |
| Participant deferral / active EE | $706 | $4,651-84.8% | $3,568-80.2% | $5,609-87.4% |
| Admin fee / account holder | $31,941 | $6,392+399.7% | $4,507+608.7% | $10,828+195.0% |