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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 | $35,644 | $92,219-61.3% | $76,768-53.6% | $135,379-73.7% |
| Participation rate | 34.8% | 79.8%-45.0pp | 77.0%-42.2pp | 82.6%-47.9pp |
| Annual return | -6.73% | 5.46%-12.2pp | 2.43%-9.2pp | 519.79%-526.5pp |
| Employer contribution / active EE | $801 | $3,216-75.1% | $2,485-67.8% | $4,779-83.2% |
| Participant deferral / active EE | $965 | $4,508-78.6% | $3,852-74.9% | $5,609-82.8% |
| Admin fee / account holder | $4,112 | $10,749-61.7% | $6,675-38.4% | $10,828-62.0% |