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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 | $21,951 | $92,684-76.3% | $82,706-73.5% | $134,509-83.7% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -17.82% | 945.84%-963.7pp | 701.76%-719.6pp | 418.13%-436.0pp |
| Employer contribution / active EE | $567 | $3,272-82.7% | $3,007-81.2% | $4,741-88.0% |
| Participant deferral / active EE | $658 | $4,800-86.3% | $4,394-85.0% | $6,400-89.7% |
| Admin fee / account holder | $6,774 | $5,982+13.2% | $5,329+27.1% | $11,427-40.7% |