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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 | $27,924 | $75,962-63.2% | $154,108-81.9% | $64,173-56.5% |
| Participation rate | 27.3% | 70.4%-43.1pp | 83.0%-55.8pp | 69.6%-42.3pp |
| Annual return | -4.40% | 30.32%-34.7pp | 735.21%-739.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $417 | $3,350-87.6% | $5,298-92.1% | $2,381-82.5% |
| Participant deferral / active EE | $513 | $3,175-83.8% | $5,081-89.9% | $3,470-85.2% |
| Admin fee / account holder | $2,604 | $5,589-53.4% | $13,411-80.6% | $4,887-46.7% |