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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 | $74,909 | $54,370+37.8% | $82,763-9.5% | $68,490+9.4% |
| Participation rate | 25.0% | 63.9%-38.9pp | 72.6%-47.6pp | 67.9%-42.9pp |
| Annual return | -15.16% | -13.67%-1.5pp | 702.45%-717.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $295 | $2,219-86.7% | $3,008-90.2% | $2,597-88.7% |
| Participant deferral / active EE | $582 | $3,247-82.1% | $4,395-86.8% | $4,028-85.5% |
| Admin fee / account holder | $4,511 | $4,398+2.6% | $5,325-15.3% | $5,403-16.5% |