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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 | $27,603 | $95,979-71.2% | $74,551-63.0% | $135,380-79.6% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -4.87% | 56.97%-61.8pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $493 | $2,716-81.9% | $1,961-74.9% | $4,779-89.7% |
| Participant deferral / active EE | $729 | $3,844-81.0% | $3,108-76.6% | $5,609-87.0% |
| Admin fee / account holder | $508 | $6,522-92.2% | $5,059-90.0% | $10,828-95.3% |