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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 | $12,388 | $69,518-82.2% | $59,883-79.3% | $135,382-90.8% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -5.56% | 7.95%-13.5pp | 3.46%-9.0pp | 519.77%-525.3pp |
| Employer contribution / active EE | $381 | $3,235-88.2% | $2,722-86.0% | $4,779-92.0% |
| Participant deferral / active EE | $472 | $4,204-88.8% | $3,402-86.1% | $5,609-91.6% |
| Admin fee / account holder | $355 | $5,734-93.8% | $3,591-90.1% | $10,829-96.7% |