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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 | $22,164 | $52,519-57.8% | $155,789-85.8% | $59,633-62.8% |
| Participation rate | 42.0% | 61.7%-19.7pp | 76.1%-34.1pp | 68.7%-26.6pp |
| Annual return | -1.99% | 53.51%-55.5pp | 71.54%-73.5pp | 2041.45%-2043.4pp |
| Employer contribution / active EE | $706 | $1,589-55.6% | $3,839-81.6% | $2,203-67.9% |
| Participant deferral / active EE | $880 | $3,084-71.5% | $4,798-81.7% | $3,192-72.4% |
| Admin fee / account holder | $4,584 | $3,540+29.5% | $7,477-38.7% | $4,297+6.7% |