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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 | $22,955 | $49,177-53.3% | $79,467-71.1% | $64,173-64.2% |
| Participation rate | 40.9% | 65.0%-24.1pp | 73.3%-32.4pp | 69.6%-28.7pp |
| Annual return | -5.16% | -1.16%-4.0pp | 718.30%-723.5pp | 7.63%-12.8pp |
| Employer contribution / active EE | $540 | $2,076-74.0% | $2,800-80.7% | $2,381-77.3% |
| Participant deferral / active EE | $662 | $2,821-76.5% | $3,704-82.1% | $3,470-80.9% |
| Admin fee / account holder | $3,980 | $3,839+3.7% | $5,104-22.0% | $4,887-18.6% |