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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 | $28,593 | $59,116-51.6% | $86,438-66.9% | $68,486-58.2% |
| Participation rate | 38.5% | 75.2%-36.8pp | 80.3%-41.9pp | 67.9%-29.4pp |
| Annual return | -13.14% | -0.23%-12.9pp | 4397.19%-4410.3pp | -7.85%-5.3pp |
| Employer contribution / active EE | $570 | $2,519-77.4% | $3,769-84.9% | $2,597-78.1% |
| Participant deferral / active EE | $1,436 | $5,902-75.7% | $6,952-79.3% | $4,028-64.3% |
| Admin fee / account holder | $6,379 | $5,639+13.1% | $6,733-5.3% | $5,404+18.1% |