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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 | $28,289 | $75,962-62.8% | $154,108-81.6% | $64,173-55.9% |
| Participation rate | 48.9% | 70.4%-21.5pp | 83.0%-34.1pp | 69.6%-20.7pp |
| Annual return | -1.85% | 30.32%-32.2pp | 735.21%-737.1pp | 7.63%-9.5pp |
| Employer contribution / active EE | $421 | $3,350-87.4% | $5,298-92.0% | $2,381-82.3% |
| Participant deferral / active EE | $446 | $3,175-85.9% | $5,081-91.2% | $3,470-87.1% |
| Admin fee / account holder | $8,385 | $5,589+50.0% | $13,411-37.5% | $4,887+71.6% |