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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 | $38,925 | $84,493-53.9% | $125,381-69.0% | $66,938-41.8% |
| Participation rate | 52.7% | 76.4%-23.7pp | 82.4%-29.7pp | 69.8%-17.1pp |
| Annual return | -16.45% | -8.49%-8.0pp | 572.31%-588.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,804 | $3,554-49.2% | $4,815-62.5% | $2,545-29.1% |
| Participant deferral / active EE | $2,561 | $6,783-62.2% | $7,448-65.6% | $4,238-39.6% |
| Admin fee / account holder | $3,469 | $685+406.4% | $10,007-65.3% | $594+484.5% |