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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 | $35,142 | $49,177-28.5% | $79,467-55.8% | $64,173-45.2% |
| Participation rate | 46.4% | 65.0%-18.6pp | 73.3%-26.9pp | 69.6%-23.1pp |
| Annual return | -4.14% | -1.16%-3.0pp | 718.30%-722.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $345 | $2,076-83.4% | $2,800-87.7% | $2,381-85.5% |
| Participant deferral / active EE | $530 | $2,821-81.2% | $3,704-85.7% | $3,470-84.7% |
| Admin fee / account holder | $9,228 | $3,839+140.4% | $5,104+80.8% | $4,887+88.8% |