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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 | $27,810 | $49,177-43.4% | $79,466-65.0% | $64,173-56.7% |
| Participation rate | 23.0% | 65.0%-42.1pp | 73.3%-50.4pp | 69.6%-46.6pp |
| Annual return | -7.37% | -1.16%-6.2pp | 718.28%-725.7pp | 7.63%-15.0pp |
| Employer contribution / active EE | $334 | $2,076-83.9% | $2,800-88.1% | $2,381-86.0% |
| Participant deferral / active EE | $562 | $2,821-80.1% | $3,704-84.8% | $3,470-83.8% |
| Admin fee / account holder | $1,504 | $3,839-60.8% | $5,104-70.5% | $4,887-69.2% |