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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 | $40,356 | $51,223-21.2% | $82,763-51.2% | $66,949-39.7% |
| Participation rate | 15.0% | 67.9%-52.9pp | 72.6%-57.6pp | 69.8%-54.9pp |
| Annual return | -14.38% | -9.85%-4.5pp | 702.45%-716.8pp | 1.57%-15.9pp |
| Employer contribution / active EE | $445 | $2,611-83.0% | $3,008-85.2% | $2,545-82.5% |
| Participant deferral / active EE | $824 | $3,460-76.2% | $4,395-81.2% | $4,239-80.6% |
| Admin fee / account holder | $3,768 | $415+806.9% | $5,325-29.2% | $594+534.8% |