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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 | $50,989 | $75,962-32.9% | $154,111-66.9% | $64,173-20.5% |
| Participation rate | 26.9% | 70.4%-43.5pp | 83.0%-56.1pp | 69.6%-42.6pp |
| Annual return | -5.50% | 30.32%-35.8pp | 735.18%-740.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $539 | $3,350-83.9% | $5,298-89.8% | $2,381-77.4% |
| Participant deferral / active EE | $855 | $3,175-73.1% | $5,081-83.2% | $3,470-75.4% |
| Admin fee / account holder | $5,413 | $5,589-3.1% | $13,411-59.6% | $4,887+10.8% |