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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 | $9,537 | $67,352-85.8% | $60,899-84.3% | $134,509-92.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -4.37% | 49.99%-54.4pp | 16.92%-21.3pp | 418.13%-422.5pp |
| Employer contribution / active EE | $1,229 | $3,098-60.3% | $2,702-54.5% | $4,741-74.1% |
| Participant deferral / active EE | $369 | $4,539-91.9% | $3,817-90.3% | $6,400-94.2% |
| Admin fee / account holder | $7,196 | $4,585+57.0% | $3,225+123.1% | $11,427-37.0% |