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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 | $24,044 | $44,873-46.4% | $79,466-69.7% | $56,287-57.3% |
| Participation rate | 47.6% | 68.7%-21.1pp | 73.3%-25.7pp | 69.9%-22.2pp |
| Annual return | -5.27% | 0.81%-6.1pp | 718.28%-723.5pp | -9.96%+4.7pp |
| Employer contribution / active EE | $478 | $2,140-77.7% | $2,800-82.9% | $2,111-77.4% |
| Participant deferral / active EE | $568 | $2,746-79.3% | $3,704-84.7% | $3,350-83.0% |
| Admin fee / account holder | $1,016 | $418+142.8% | $5,104-80.1% | $521+95.0% |