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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 | $31,458 | $75,962-58.6% | $154,111-79.6% | $64,173-51.0% |
| Participation rate | 43.6% | 70.4%-26.8pp | 83.0%-39.4pp | 69.6%-26.0pp |
| Annual return | -2.24% | 30.32%-32.6pp | 735.18%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $496 | $3,350-85.2% | $5,298-90.6% | $2,381-79.2% |
| Participant deferral / active EE | $860 | $3,175-72.9% | $5,081-83.1% | $3,470-75.2% |
| Admin fee / account holder | $2,433 | $5,589-56.5% | $13,411-81.9% | $4,887-50.2% |