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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 | $99,286 | $106,551-6.8% | $91,225+8.8% | $134,532-26.2% |
| Participation rate | 28.6% | 76.8%-48.2pp | 73.2%-44.6pp | 81.2%-52.7pp |
| Annual return | -17.61% | 160.78%-178.4pp | 114.12%-131.7pp | 418.27%-435.9pp |
| Employer contribution / active EE | $463 | $3,331-86.1% | $2,851-83.8% | $4,741-90.2% |
| Participant deferral / active EE | $579 | $4,718-87.7% | $4,233-86.3% | $6,401-91.0% |
| Admin fee / account holder | $18,073 | $6,234+189.9% | $5,422+233.3% | $11,429+58.1% |