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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 | $39,241 | $49,177-20.2% | $79,467-50.6% | $64,173-38.9% |
| Participation rate | 26.5% | 65.0%-38.5pp | 73.3%-46.8pp | 69.6%-43.1pp |
| Annual return | -6.31% | -1.16%-5.2pp | 718.30%-724.6pp | 7.63%-13.9pp |
| Employer contribution / active EE | $316 | $2,076-84.8% | $2,800-88.7% | $2,381-86.7% |
| Participant deferral / active EE | $733 | $2,821-74.0% | $3,704-80.2% | $3,470-78.9% |
| Admin fee / account holder | $2,998 | $3,839-21.9% | $5,104-41.3% | $4,887-38.7% |