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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 | $29,403 | $59,107-50.3% | $86,439-66.0% | $68,495-57.1% |
| Participation rate | 44.6% | 75.2%-30.6pp | 80.3%-35.7pp | 67.9%-23.3pp |
| Annual return | -16.56% | -0.23%-16.3pp | 4395.55%-4412.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $423 | $2,519-83.2% | $3,769-88.8% | $2,596-83.7% |
| Participant deferral / active EE | $1,337 | $5,901-77.3% | $6,952-80.8% | $4,028-66.8% |
| Admin fee / account holder | $547 | $5,637-90.3% | $6,732-91.9% | $5,403-89.9% |