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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 | $15,734 | $84,518-81.4% | $67,704-76.8% | $125,388-87.5% |
| Participation rate | 54.5% | 74.8%-20.2pp | 67.5%-13.0pp | 83.2%-28.6pp |
| Annual return | -0.36% | 2.57%-2.9pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $476 | $3,292-85.5% | $2,559-81.4% | $4,866-90.2% |
| Participant deferral / active EE | $595 | $4,430-86.6% | $3,585-83.4% | $5,352-88.9% |
| Admin fee / account holder | $8,713 | $5,340+63.2% | $4,255+104.8% | $9,541-8.7% |