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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 | $33,784 | $54,355-37.8% | $82,744-59.2% | $68,486-50.7% |
| Participation rate | 29.2% | 63.9%-34.7pp | 72.6%-43.3pp | 67.9%-38.7pp |
| Annual return | -13.60% | -13.67%+0.1pp | 702.22%-715.8pp | -7.85%-5.7pp |
| Employer contribution / active EE | $625 | $2,219-71.9% | $3,008-79.2% | $2,597-75.9% |
| Participant deferral / active EE | $780 | $3,246-76.0% | $4,395-82.3% | $4,028-80.6% |
| Admin fee / account holder | $12,481 | $4,397+183.9% | $5,325+134.4% | $5,404+131.0% |