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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 | $49,252 | $45,566+8.1% | $64,105-23.2% | $59,633-17.4% |
| Participation rate | 32.6% | 60.2%-27.6pp | 68.2%-35.6pp | 68.7%-36.1pp |
| Annual return | -0.62% | 4.95%-5.6pp | 791.24%-791.9pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $612 | $2,057-70.3% | $2,822-78.3% | $3,192-80.8% |
| Admin fee / account holder | $3,131 | $3,268-4.2% | $4,499-30.4% | $4,297-27.1% |