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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 | $27,247 | $93,124-70.7% | $77,100-64.7% | $134,545-79.7% |
| Participation rate | 46.2% | 74.5%-28.3pp | 67.9%-21.8pp | 81.2%-35.1pp |
| Annual return | -16.66% | 62.68%-79.3pp | 42.35%-59.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $777 | $3,421-77.3% | $2,815-72.4% | $4,742-83.6% |
| Participant deferral / active EE | $886 | $5,242-83.1% | $4,430-80.0% | $6,401-86.2% |
| Admin fee / account holder | $1,011 | $6,970-85.5% | $5,443-81.4% | $11,431-91.2% |