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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 | $18,112 | $57,352-68.4% | $83,831-78.4% | $64,173-71.8% |
| Participation rate | 55.2% | 68.6%-13.4pp | 76.1%-21.0pp | 69.6%-14.4pp |
| Annual return | -6.43% | 11.38%-17.8pp | 850.99%-857.4pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,862 | $2,546+12.4% | $3,631-21.2% | $2,381+20.2% |
| Participant deferral / active EE | $73 | $2,993-97.6% | $4,082-98.2% | $3,470-97.9% |
| Admin fee / account holder | $14,915 | $4,046+268.6% | $5,479+172.2% | $4,887+205.2% |