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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 | $15,575 | $75,832-79.5% | $147,617-89.4% | $59,633-73.9% |
| Participation rate | 67.2% | 71.6%-4.4pp | 84.6%-17.4pp | 68.7%-1.5pp |
| Annual return | -0.51% | 0.37%-0.9pp | 61.98%-62.5pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $697 | $3,485-80.0% | $5,564-87.5% | $2,203-68.4% |
| Participant deferral / active EE | $541 | $3,131-82.7% | $4,895-89.0% | $3,192-83.1% |
| Admin fee / account holder | $6,912 | $5,986+15.5% | $11,612-40.5% | $4,297+60.8% |