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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 | $32,034 | $54,355-41.1% | $82,744-61.3% | $68,486-53.2% |
| Participation rate | 30.4% | 63.9%-33.5pp | 72.6%-42.1pp | 67.9%-37.5pp |
| Annual return | -14.86% | -13.67%-1.2pp | 702.22%-717.1pp | -7.85%-7.0pp |
| Employer contribution / active EE | $637 | $2,219-71.3% | $3,008-78.8% | $2,597-75.5% |
| Participant deferral / active EE | $686 | $3,246-78.9% | $4,395-84.4% | $4,028-83.0% |
| Admin fee / account holder | $7,811 | $4,397+77.7% | $5,325+46.7% | $5,404+44.5% |