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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 | $44,290 | $55,449-20.1% | $83,831-47.2% | $56,289-21.3% |
| Participation rate | 35.7% | 68.0%-32.3pp | 76.1%-40.4pp | 69.9%-34.1pp |
| Annual return | -5.82% | -1.38%-4.4pp | 850.99%-856.8pp | -9.96%+4.1pp |
| Employer contribution / active EE | $560 | $2,430-76.9% | $3,631-84.6% | $2,111-73.5% |
| Participant deferral / active EE | $1,133 | $2,935-61.4% | $4,082-72.3% | $3,350-66.2% |
| Admin fee / account holder | $2,104 | $656+220.8% | $5,479-61.6% | $521+303.9% |