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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 | $21,762 | $75,962-71.4% | $154,111-85.9% | $64,173-66.1% |
| Participation rate | 45.5% | 70.4%-25.0pp | 83.0%-37.6pp | 69.6%-24.1pp |
| Annual return | -1.87% | 30.32%-32.2pp | 735.18%-737.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $515 | $3,350-84.6% | $5,298-90.3% | $2,381-78.4% |
| Participant deferral / active EE | $760 | $3,175-76.0% | $5,081-85.0% | $3,470-78.1% |
| Admin fee / account holder | $1,424 | $5,589-74.5% | $13,411-89.4% | $4,887-70.9% |