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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 | $24,609 | $92,684-73.4% | $82,706-70.2% | $134,509-81.7% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -14.84% | 945.84%-960.7pp | 701.76%-716.6pp | 418.13%-433.0pp |
| Employer contribution / active EE | $475 | $3,272-85.5% | $3,007-84.2% | $4,741-90.0% |
| Participant deferral / active EE | $621 | $4,800-87.1% | $4,394-85.9% | $6,400-90.3% |
| Admin fee / account holder | $1,449 | $5,982-75.8% | $5,329-72.8% | $11,427-87.3% |