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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 | $48,816 | $43,730+11.6% | $121,208-59.7% | $64,181-23.9% |
| Participation rate | 15.3% | 58.3%-43.1pp | 71.8%-56.5pp | 69.6%-54.3pp |
| Annual return | -2.44% | 68.94%-71.4pp | 16.93%-19.4pp | 7.63%-10.1pp |
| Employer contribution / active EE | $281 | $1,297-78.4% | $4,023-93.0% | $2,381-88.2% |
| Participant deferral / active EE | $345 | $2,281-84.9% | $3,345-89.7% | $3,470-90.1% |
| Admin fee / account holder | $31,874 | $3,502+810.0% | $5,020+534.9% | $4,887+552.2% |