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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 | $30,428 | $47,977-36.6% | $154,114-80.3% | $56,287-45.9% |
| Participation rate | 19.6% | 66.2%-46.6pp | 83.0%-63.4pp | 69.9%-50.2pp |
| Annual return | -5.63% | 3.54%-9.2pp | 735.16%-740.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $430 | $2,169-80.2% | $5,298-91.9% | $2,111-79.6% |
| Participant deferral / active EE | $586 | $2,392-75.5% | $5,081-88.5% | $3,350-82.5% |
| Admin fee / account holder | $1,991 | $438+354.3% | $13,411-85.2% | $521+282.2% |