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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 | $21,059 | $75,832-72.2% | $147,617-85.7% | $59,633-64.7% |
| Participation rate | 39.4% | 71.6%-32.1pp | 84.6%-45.2pp | 68.7%-29.2pp |
| Annual return | -2.52% | 0.37%-2.9pp | 61.98%-64.5pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $410 | $3,485-88.2% | $5,564-92.6% | $2,203-81.4% |
| Participant deferral / active EE | $728 | $3,131-76.7% | $4,895-85.1% | $3,192-77.2% |
| Admin fee / account holder | $2,019 | $5,986-66.3% | $11,612-82.6% | $4,297-53.0% |