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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 | $27,423 | $78,694-65.2% | $67,652-59.5% | $125,389-78.1% |
| Participation rate | 54.5% | 78.8%-24.3pp | 75.7%-21.1pp | 83.2%-28.6pp |
| Annual return | -1.75% | 9.46%-11.2pp | 6625.40%-6627.1pp | 282.24%-284.0pp |
| Employer contribution / active EE | $471 | $3,044-84.5% | $2,266-79.2% | $4,866-90.3% |
| Participant deferral / active EE | $1,238 | $4,292-71.1% | $3,560-65.2% | $5,352-76.9% |
| Admin fee / account holder | $1,065 | $7,403-85.6% | $4,821-77.9% | $9,541-88.8% |