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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 | $23,569 | $51,226-54.0% | $82,744-71.5% | $66,938-64.8% |
| Participation rate | 42.5% | 67.9%-25.4pp | 72.6%-30.1pp | 69.8%-27.3pp |
| Annual return | -11.50% | -9.61%-1.9pp | 702.22%-713.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $518 | $2,612-80.2% | $3,008-82.8% | $2,545-79.7% |
| Participant deferral / active EE | $655 | $3,460-81.1% | $4,395-85.1% | $4,238-84.5% |
| Admin fee / account holder | $1,408 | $416+238.9% | $5,325-73.6% | $594+137.3% |