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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 | $27,553 | $54,370-49.3% | $82,763-66.7% | $68,490-59.8% |
| Participation rate | 32.1% | 63.9%-31.8pp | 72.6%-40.4pp | 67.9%-35.8pp |
| Annual return | -16.92% | -13.67%-3.2pp | 702.45%-719.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $541 | $2,219-75.6% | $3,008-82.0% | $2,597-79.2% |
| Participant deferral / active EE | $611 | $3,247-81.2% | $4,395-86.1% | $4,028-84.8% |
| Admin fee / account holder | $4,442 | $4,398+1.0% | $5,325-16.6% | $5,403-17.8% |