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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 | $26,879 | $78,694-65.8% | $67,652-60.3% | $125,389-78.6% |
| Participation rate | 33.3% | 78.8%-45.5pp | 75.7%-42.3pp | 83.2%-49.9pp |
| Annual return | -1.66% | 9.46%-11.1pp | 6625.40%-6627.1pp | 282.24%-283.9pp |
| Employer contribution / active EE | $459 | $3,044-84.9% | $2,266-79.7% | $4,866-90.6% |
| Participant deferral / active EE | $1,193 | $4,292-72.2% | $3,560-66.5% | $5,352-77.7% |
| Admin fee / account holder | $6,167 | $7,403-16.7% | $4,821+27.9% | $9,541-35.4% |