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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 | $28,486 | $85,790-66.8% | $67,313-57.7% | $135,380-79.0% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.1%-2.4pp | 82.6%-16.0pp |
| Annual return | -0.64% | -0.54%-0.1pp | -4.08%+3.4pp | 519.81%-520.4pp |
| Employer contribution / active EE | $2,067 | $3,487-40.7% | $2,566-19.4% | $4,779-56.8% |
| Participant deferral / active EE | $139 | $4,651-97.0% | $3,568-96.1% | $5,609-97.5% |
| Admin fee / account holder | $950 | $6,392-85.1% | $4,507-78.9% | $10,828-91.2% |