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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 | $24,242 | $49,451-51.0% | $79,580-69.5% | $66,938-63.8% |
| Participation rate | 29.5% | 61.3%-31.9pp | 69.5%-40.0pp | 69.8%-40.4pp |
| Annual return | -8.33% | 84.25%-92.6pp | 0.15%-8.5pp | 1.58%-9.9pp |
| Employer contribution / active EE | $535 | $1,266-57.7% | $2,413-77.8% | $2,545-79.0% |
| Participant deferral / active EE | $794 | $3,159-74.9% | $3,985-80.1% | $4,238-81.3% |
| Admin fee / account holder | $721 | $595+21.3% | $6,835-89.4% | $594+21.5% |