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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 | $32,875 | $45,566-27.9% | $64,105-48.7% | $59,633-44.9% |
| Participation rate | 39.8% | 60.2%-20.4pp | 68.2%-28.4pp | 68.7%-28.9pp |
| Annual return | -0.93% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $338 | $934-63.8% | $1,820-81.4% | $2,203-84.7% |
| Participant deferral / active EE | $741 | $2,057-64.0% | $2,822-73.7% | $3,192-76.8% |
| Admin fee / account holder | $6,965 | $3,268+113.2% | $4,499+54.8% | $4,297+62.1% |