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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 | $54,353+37.8% | $82,726-9.4% | $68,498+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 | 701.33%-716.5pp | -7.84%-7.3pp |
| Employer contribution / active EE | $295 | $2,218-86.7% | $3,009-90.2% | $2,596-88.7% |
| Participant deferral / active EE | $582 | $3,246-82.1% | $4,394-86.7% | $4,027-85.5% |
| Admin fee / account holder | $4,511 | $4,396+2.6% | $5,328-15.3% | $5,403-16.5% |