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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 | $24,706 | $57,352-56.9% | $83,830-70.5% | $64,173-61.5% |
| Participation rate | 28.0% | 68.6%-40.6pp | 76.1%-48.1pp | 69.6%-41.6pp |
| Annual return | -2.95% | 11.38%-14.3pp | 850.97%-853.9pp | 7.63%-10.6pp |
| Employer contribution / active EE | $867 | $2,546-65.9% | $3,631-76.1% | $2,381-63.6% |
| Participant deferral / active EE | $560 | $2,993-81.3% | $4,082-86.3% | $3,470-83.9% |
| Admin fee / account holder | $7,155 | $4,046+76.8% | $5,479+30.6% | $4,887+46.4% |