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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 | $24,939 | $27,632-9.7% | $61,452-59.4% | $68,486-63.6% |
| Participation rate | 54.4% | 39.5%+14.9pp | 52.6%+1.8pp | 67.9%-13.5pp |
| Annual return | -10.37% | -13.24%+2.9pp | 338.96%-349.3pp | -7.85%-2.5pp |
| Employer contribution / active EE | $1,129 | $696+62.2% | $1,160-2.7% | $2,597-56.5% |
| Participant deferral / active EE | $15 | $1,264-98.8% | $2,125-99.3% | $4,028-99.6% |
| Admin fee / account holder | $24,263 | $2,010+1107.0% | $2,131+1038.6% | $5,404+349.0% |