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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 | $51,226 | $97,020-47.2% | $83,322-38.5% | $135,379-62.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 77.8%-52.8pp | 82.6%-57.6pp |
| Annual return | -3.91% | 12.31%-16.2pp | 10.64%-14.6pp | 519.79%-523.7pp |
| Employer contribution / active EE | $492 | $4,144-88.1% | $3,379-85.4% | $4,779-89.7% |
| Participant deferral / active EE | $821 | $5,964-86.2% | $5,565-85.2% | $5,609-85.4% |
| Admin fee / account holder | $35,411 | $8,426+320.2% | $7,540+369.6% | $10,828+227.0% |