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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 | $30,533 | $57,352-46.8% | $83,830-63.6% | $64,173-52.4% |
| Participation rate | 65.6% | 68.6%-3.0pp | 76.1%-10.5pp | 69.6%-3.9pp |
| Annual return | -6.10% | 11.38%-17.5pp | 850.97%-857.1pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,003 | $2,546-60.6% | $3,631-72.4% | $2,381-57.9% |
| Participant deferral / active EE | $542 | $2,993-81.9% | $4,082-86.7% | $3,470-84.4% |
| Admin fee / account holder | $14,900 | $4,046+268.2% | $5,479+172.0% | $4,887+204.9% |