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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 | $24,806 | $75,959-67.3% | $154,114-83.9% | $64,181-61.3% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.4pp | 69.6%-32.9pp |
| Annual return | -4.93% | 30.32%-35.2pp | 735.16%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $778 | $3,350-76.8% | $5,298-85.3% | $2,381-67.3% |
| Participant deferral / active EE | $540 | $3,175-83.0% | $5,081-89.4% | $3,470-84.5% |
| Admin fee / account holder | $8,602 | $5,589+53.9% | $13,411-35.9% | $4,887+76.0% |