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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 | $25,615 | $43,730-41.4% | $121,220-78.9% | $64,173-60.1% |
| Participation rate | 40.6% | 58.3%-17.7pp | 71.8%-31.1pp | 69.6%-28.9pp |
| Annual return | -6.64% | 68.94%-75.6pp | 16.94%-23.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $357 | $1,297-72.5% | $4,023-91.1% | $2,381-85.0% |
| Participant deferral / active EE | $828 | $2,281-63.7% | $3,345-75.2% | $3,470-76.1% |
| Admin fee / account holder | $5,536 | $3,502+58.1% | $5,021+10.3% | $4,887+13.3% |