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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 | $31,690 | $84,499-62.5% | $125,391-74.7% | $66,949-52.7% |
| Participation rate | 38.5% | 76.4%-38.0pp | 82.4%-43.9pp | 69.8%-31.4pp |
| Annual return | -14.46% | -8.49%-6.0pp | 572.41%-586.9pp | 1.57%-16.0pp |
| Employer contribution / active EE | $1,120 | $3,554-68.5% | $4,816-76.8% | $2,545-56.0% |
| Participant deferral / active EE | $3,088 | $6,785-54.5% | $7,448-58.5% | $4,239-27.2% |
| Admin fee / account holder | $9,719 | $685+1318.7% | $10,009-2.9% | $594+1537.3% |