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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 | $35,461 | $106,549-66.7% | $91,225-61.1% | $134,509-73.6% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.2%-33.2pp | 81.2%-41.2pp |
| Annual return | -17.30% | 160.73%-178.0pp | 114.10%-131.4pp | 418.13%-435.4pp |
| Employer contribution / active EE | $416 | $3,331-87.5% | $2,851-85.4% | $4,741-91.2% |
| Participant deferral / active EE | $489 | $4,719-89.6% | $4,234-88.5% | $6,400-92.4% |
| Admin fee / account holder | $13,417 | $6,234+115.2% | $5,422+147.5% | $11,427+17.4% |