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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 | $26,201 | $69,541-62.3% | $59,899-56.3% | $135,380-80.6% |
| Participation rate | 19.0% | 77.8%-58.8pp | 74.7%-55.6pp | 82.6%-63.6pp |
| Annual return | -4.37% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $468 | $3,236-85.5% | $2,723-82.8% | $4,779-90.2% |
| Participant deferral / active EE | $468 | $4,206-88.9% | $3,402-86.3% | $5,609-91.7% |
| Admin fee / account holder | $2,594 | $5,737-54.8% | $3,592-27.8% | $10,828-76.0% |