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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 | $24,132 | $75,962-68.2% | $154,111-84.3% | $64,173-62.4% |
| Participation rate | 40.3% | 70.4%-30.1pp | 83.0%-42.7pp | 69.6%-29.2pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.18%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $545 | $3,350-83.7% | $5,298-89.7% | $2,381-77.1% |
| Participant deferral / active EE | $600 | $3,175-81.1% | $5,081-88.2% | $3,470-82.7% |
| Admin fee / account holder | $6,473 | $5,589+15.8% | $13,411-51.7% | $4,887+32.5% |