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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 | $25,626 | $75,959-66.3% | $154,114-83.4% | $64,181-60.1% |
| Participation rate | 31.6% | 70.4%-38.8pp | 83.0%-51.5pp | 69.6%-38.0pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.16%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $416 | $3,350-87.6% | $5,298-92.1% | $2,381-82.5% |
| Participant deferral / active EE | $629 | $3,175-80.2% | $5,081-87.6% | $3,470-81.9% |
| Admin fee / account holder | $1,553 | $5,589-72.2% | $13,411-88.4% | $4,887-68.2% |