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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 | $27,812 | $54,370-48.8% | $82,763-66.4% | $68,490-59.4% |
| Participation rate | 24.3% | 63.9%-39.6pp | 72.6%-48.2pp | 67.9%-43.6pp |
| Annual return | -19.16% | -13.67%-5.5pp | 702.45%-721.6pp | -7.85%-11.3pp |
| Employer contribution / active EE | $466 | $2,219-79.0% | $3,008-84.5% | $2,597-82.0% |
| Participant deferral / active EE | $610 | $3,247-81.2% | $4,395-86.1% | $4,028-84.9% |
| Admin fee / account holder | $4,986 | $4,398+13.4% | $5,325-6.4% | $5,403-7.7% |