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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 | $26,765 | $49,471-45.9% | $79,583-66.4% | $66,949-60.0% |
| Participation rate | 34.2% | 61.4%-27.1pp | 69.5%-35.3pp | 69.8%-35.6pp |
| Annual return | -11.25% | 84.30%-95.5pp | 0.16%-11.4pp | 1.57%-12.8pp |
| Employer contribution / active EE | $582 | $1,266-54.0% | $2,414-75.9% | $2,545-77.1% |
| Participant deferral / active EE | $883 | $3,160-72.1% | $3,986-77.9% | $4,239-79.2% |
| Admin fee / account holder | $1,682 | $595+182.8% | $6,835-75.4% | $594+183.4% |