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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 | $19,423 | $45,865-57.7% | $40,757-52.3% | $125,389-84.5% |
| Participation rate | 55.6% | 84.2%-28.6pp | 79.3%-23.7pp | 83.2%-27.6pp |
| Annual return | -1.24% | -1.32%+0.1pp | -0.50%-0.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $1,547 | $3,697-58.2% | $3,004-48.5% | $4,866-68.2% |
| Participant deferral / active EE | $240 | $4,199-94.3% | $3,485-93.1% | $5,352-95.5% |
| Admin fee / account holder | $16,462 | $5,763+185.6% | $4,272+285.4% | $9,541+72.5% |