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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 | $25,573 | $82,674-69.1% | $125,381-79.6% | $68,486-62.7% |
| Participation rate | 69.4% | 75.1%-5.6pp | 82.4%-12.9pp | 67.9%+1.6pp |
| Annual return | -14.58% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.7pp |
| Employer contribution / active EE | $1,044 | $3,382-69.1% | $4,815-78.3% | $2,597-59.8% |
| Participant deferral / active EE | $2,304 | $6,111-62.3% | $7,448-69.1% | $4,028-42.8% |
| Admin fee / account holder | $12,102 | $6,277+92.8% | $10,007+20.9% | $5,404+123.9% |