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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 | $42,904 | $48,274-11.1% | $63,244-32.2% | $59,633-28.1% |
| Participation rate | 49.2% | 66.3%-17.1pp | 71.0%-21.8pp | 68.7%-19.4pp |
| Annual return | -1.38% | -240.79%+239.4pp | -70.31%+68.9pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $626 | $1,586-60.5% | $2,322-73.0% | $2,203-71.6% |
| Participant deferral / active EE | $812 | $2,343-65.3% | $2,953-72.5% | $3,192-74.5% |
| Admin fee / account holder | $684 | $3,600-81.0% | $5,893-88.4% | $4,297-84.1% |