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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 | $27,706 | $57,352-51.7% | $83,831-67.0% | $64,173-56.8% |
| Participation rate | 52.0% | 68.6%-16.6pp | 76.1%-24.1pp | 69.6%-17.6pp |
| Annual return | -7.18% | 11.38%-18.6pp | 850.99%-858.2pp | 7.63%-14.8pp |
| Employer contribution / active EE | $548 | $2,546-78.5% | $3,631-84.9% | $2,381-77.0% |
| Participant deferral / active EE | $1,210 | $2,993-59.6% | $4,082-70.4% | $3,470-65.1% |
| Admin fee / account holder | $1,032 | $4,046-74.5% | $5,479-81.2% | $4,887-78.9% |