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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 | $25,580 | $100,805-74.6% | $86,698-70.5% | $134,532-81.0% |
| Participation rate | 57.1% | 79.0%-21.8pp | 76.6%-19.4pp | 81.2%-24.1pp |
| Annual return | -13.14% | 29.09%-42.2pp | 35.95%-49.1pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $878 | $5,339-83.6% | $4,656-81.1% | $6,401-86.3% |
| Admin fee / account holder | $16,081 | $10,925+47.2% | $7,493+114.6% | $11,429+40.7% |