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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 | $18,614 | $47,977-61.2% | $154,114-87.9% | $56,287-66.9% |
| Participation rate | 35.3% | 66.2%-30.8pp | 83.0%-47.7pp | 69.9%-34.5pp |
| Annual return | -4.62% | 3.54%-8.2pp | 735.16%-739.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $417 | $2,169-80.8% | $5,298-92.1% | $2,111-80.3% |
| Participant deferral / active EE | $646 | $2,392-73.0% | $5,081-87.3% | $3,350-80.7% |
| Admin fee / account holder | $774 | $438+76.5% | $13,411-94.2% | $521+48.5% |