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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 | $18,080 | $75,962-76.2% | $154,111-88.3% | $64,173-71.8% |
| Participation rate | 50.8% | 70.4%-19.6pp | 83.0%-32.3pp | 69.6%-18.8pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.18%-741.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $455 | $3,350-86.4% | $5,298-91.4% | $2,381-80.9% |
| Participant deferral / active EE | $734 | $3,175-76.9% | $5,081-85.6% | $3,470-78.8% |
| Admin fee / account holder | $1,213 | $5,589-78.3% | $13,411-91.0% | $4,887-75.2% |