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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 | $50,299 | $59,107-14.9% | $86,439-41.8% | $68,495-26.6% |
| Participation rate | 62.5% | 75.2%-12.7pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -14.35% | -0.23%-14.1pp | 4395.55%-4409.9pp | -7.84%-6.5pp |
| Employer contribution / active EE | $486 | $2,519-80.7% | $3,769-87.1% | $2,596-81.3% |
| Participant deferral / active EE | $2,309 | $5,901-60.9% | $6,952-66.8% | $4,028-42.7% |
| Admin fee / account holder | $13,927 | $5,637+147.1% | $6,732+106.9% | $5,403+157.8% |