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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 | $26,510 | $59,116-55.2% | $86,438-69.3% | $68,486-61.3% |
| Participation rate | 56.0% | 75.2%-19.2pp | 80.3%-24.3pp | 67.9%-11.9pp |
| Annual return | -18.42% | -0.23%-18.2pp | 4397.19%-4415.6pp | -7.85%-10.6pp |
| Employer contribution / active EE | $1,448 | $2,519-42.5% | $3,769-61.6% | $2,597-44.2% |
| Participant deferral / active EE | $2,283 | $5,902-61.3% | $6,952-67.2% | $4,028-43.3% |
| Admin fee / account holder | $2,503 | $5,639-55.6% | $6,733-62.8% | $5,404-53.7% |