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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 | $24,531 | $75,832-67.7% | $147,617-83.4% | $59,633-58.9% |
| Participation rate | 50.8% | 71.6%-20.8pp | 84.6%-33.8pp | 68.7%-17.9pp |
| Annual return | -0.21% | 0.37%-0.6pp | 61.98%-62.2pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $851 | $3,485-75.6% | $5,564-84.7% | $2,203-61.4% |
| Participant deferral / active EE | $738 | $3,131-76.4% | $4,895-84.9% | $3,192-76.9% |
| Admin fee / account holder | $806 | $5,986-86.5% | $11,612-93.1% | $4,297-81.2% |