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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 | $32,387 | $78,694-58.8% | $67,652-52.1% | $125,393-74.2% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -1.74% | 9.46%-11.2pp | 6625.04%-6626.8pp | 282.23%-284.0pp |
| Employer contribution / active EE | $967 | $3,044-68.2% | $2,266-57.3% | $4,866-80.1% |
| Participant deferral / active EE | $1,131 | $4,292-73.7% | $3,560-68.2% | $5,351-78.9% |
| Admin fee / account holder | $5,078 | $7,403-31.4% | $4,821+5.3% | $9,541-46.8% |