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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 | $32,605 | $54,357-40.0% | $82,706-60.6% | $68,495-52.4% |
| Participation rate | 61.5% | 63.9%-2.4pp | 72.6%-11.0pp | 67.9%-6.4pp |
| Annual return | -14.44% | -13.67%-0.8pp | 701.76%-716.2pp | -7.84%-6.6pp |
| Employer contribution / active EE | $648 | $2,218-70.8% | $3,007-78.5% | $2,596-75.1% |
| Participant deferral / active EE | $854 | $3,246-73.7% | $4,394-80.6% | $4,028-78.8% |
| Admin fee / account holder | $6,816 | $4,396+55.1% | $5,329+27.9% | $5,403+26.2% |