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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 | $40,083 | $54,355-26.3% | $82,744-51.6% | $68,486-41.5% |
| Participation rate | 31.1% | 63.9%-32.8pp | 72.6%-41.4pp | 67.9%-36.7pp |
| Annual return | -18.32% | -13.67%-4.6pp | 702.22%-720.5pp | -7.85%-10.5pp |
| Employer contribution / active EE | $470 | $2,219-78.8% | $3,008-84.4% | $2,597-81.9% |
| Participant deferral / active EE | $652 | $3,246-79.9% | $4,395-85.2% | $4,028-83.8% |
| Admin fee / account holder | $1,608 | $4,397-63.4% | $5,325-69.8% | $5,404-70.2% |