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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 | $37,416 | $45,566-17.9% | $64,105-41.6% | $59,633-37.3% |
| Participation rate | 46.8% | 60.2%-13.3pp | 68.2%-21.3pp | 68.7%-21.8pp |
| Annual return | -0.21% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $410 | $934-56.1% | $1,820-77.5% | $2,203-81.4% |
| Participant deferral / active EE | $710 | $2,057-65.5% | $2,822-74.8% | $3,192-77.8% |
| Admin fee / account holder | $3,462 | $3,268+5.9% | $4,499-23.1% | $4,297-19.4% |