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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 | $31,972 | $54,357-41.2% | $82,706-61.3% | $68,495-53.3% |
| Participation rate | 8.3% | 63.9%-55.6pp | 72.6%-64.2pp | 67.9%-59.6pp |
| Annual return | -19.20% | -13.67%-5.5pp | 701.76%-721.0pp | -7.84%-11.4pp |
| Employer contribution / active EE | $308 | $2,218-86.1% | $3,007-89.8% | $2,596-88.2% |
| Participant deferral / active EE | $567 | $3,246-82.6% | $4,394-87.1% | $4,028-85.9% |
| Admin fee / account holder | $327 | $4,396-92.6% | $5,329-93.9% | $5,403-93.9% |