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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 | $29,093 | $49,451-41.2% | $79,576-63.4% | $66,930-56.5% |
| Participation rate | 24.1% | 61.3%-37.3pp | 69.5%-45.4pp | 69.8%-45.7pp |
| Annual return | -17.01% | 84.25%-101.3pp | 0.15%-17.2pp | 1.57%-18.6pp |
| Employer contribution / active EE | $703 | $1,266-44.5% | $2,413-70.9% | $2,545-72.4% |
| Participant deferral / active EE | $1,061 | $3,159-66.4% | $3,985-73.4% | $4,238-75.0% |
| Admin fee / account holder | $1,181 | $595+98.7% | $6,834-82.7% | $593+99.1% |