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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 | $26,738 | $59,111-54.8% | $86,451-69.1% | $68,490-61.0% |
| Participation rate | 43.3% | 75.2%-31.9pp | 80.3%-37.0pp | 67.9%-24.6pp |
| Annual return | -7.57% | -0.22%-7.4pp | 4398.51%-4406.1pp | -7.85%+0.3pp |
| Employer contribution / active EE | $1,523 | $2,519-39.5% | $3,770-59.6% | $2,597-41.3% |
| Participant deferral / active EE | $2,429 | $5,900-58.8% | $6,953-65.1% | $4,028-39.7% |
| Admin fee / account holder | $468 | $5,640-91.7% | $6,734-93.1% | $5,403-91.3% |