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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 | $31,096 | $45,566-31.8% | $64,105-51.5% | $59,633-47.9% |
| Participation rate | 37.2% | 60.2%-23.0pp | 68.2%-31.0pp | 68.7%-31.5pp |
| Annual return | -0.98% | 4.95%-5.9pp | 791.24%-792.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $449 | $934-51.9% | $1,820-75.3% | $2,203-79.6% |
| Participant deferral / active EE | $806 | $2,057-60.8% | $2,822-71.4% | $3,192-74.8% |
| Admin fee / account holder | $2,406 | $3,268-26.4% | $4,499-46.5% | $4,297-44.0% |