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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 | $40,514 | $54,357-25.5% | $82,706-51.0% | $68,495-40.9% |
| Participation rate | 13.2% | 63.9%-50.7pp | 72.6%-59.3pp | 67.9%-54.7pp |
| Annual return | -17.91% | -13.67%-4.2pp | 701.76%-719.7pp | -7.84%-10.1pp |
| Employer contribution / active EE | $485 | $2,218-78.1% | $3,007-83.9% | $2,596-81.3% |
| Participant deferral / active EE | $793 | $3,246-75.6% | $4,394-81.9% | $4,028-80.3% |
| Admin fee / account holder | $2,244 | $4,396-49.0% | $5,329-57.9% | $5,403-58.5% |