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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 | $30,451 | $100,811-69.8% | $86,698-64.9% | $134,545-77.4% |
| Participation rate | 42.1% | 79.0%-36.8pp | 76.6%-34.5pp | 81.2%-39.1pp |
| Annual return | -11.90% | 29.11%-41.0pp | 35.96%-47.9pp | 418.37%-430.3pp |
| Employer contribution / active EE | $937 | $3,490-73.1% | $2,837-67.0% | $4,742-80.2% |
| Participant deferral / active EE | $11 | $5,339-99.8% | $4,656-99.8% | $6,401-99.8% |
| Admin fee / account holder | $44,126 | $10,926+303.9% | $7,492+489.0% | $11,431+286.0% |