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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 | $35,337 | $75,959-53.5% | $154,114-77.1% | $64,181-44.9% |
| Participation rate | 26.5% | 70.4%-43.9pp | 83.0%-56.6pp | 69.6%-43.1pp |
| Annual return | -3.54% | 30.32%-33.9pp | 735.16%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $661 | $3,350-80.3% | $5,298-87.5% | $2,381-72.2% |
| Participant deferral / active EE | $758 | $3,175-76.1% | $5,081-85.1% | $3,470-78.2% |
| Admin fee / account holder | $2,789 | $5,589-50.1% | $13,411-79.2% | $4,887-42.9% |