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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 | $24,104 | $69,012-65.1% | $160,009-84.9% | $68,486-64.8% |
| Participation rate | 51.9% | 65.4%-13.6pp | 78.0%-26.1pp | 67.9%-16.0pp |
| Annual return | -12.31% | -9.65%-2.7pp | 408.85%-421.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $917 | $2,212-58.5% | $4,225-78.3% | $2,597-64.7% |
| Participant deferral / active EE | $1,103 | $4,212-73.8% | $6,183-82.2% | $4,028-72.6% |
| Admin fee / account holder | $13,254 | $4,798+176.2% | $8,715+52.1% | $5,404+145.3% |