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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 | $25,481 | $54,355-53.1% | $82,744-69.2% | $68,486-62.8% |
| Participation rate | 32.1% | 63.9%-31.8pp | 72.6%-40.4pp | 67.9%-35.8pp |
| Annual return | -17.32% | -13.67%-3.6pp | 702.22%-719.5pp | -7.85%-9.5pp |
| Employer contribution / active EE | $452 | $2,219-79.6% | $3,008-85.0% | $2,597-82.6% |
| Participant deferral / active EE | $562 | $3,246-82.7% | $4,395-87.2% | $4,028-86.1% |
| Admin fee / account holder | $2,766 | $4,397-37.1% | $5,325-48.1% | $5,404-48.8% |