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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 | $92,743-73.5% | $82,744-70.3% | $134,532-81.7% |
| Participation rate | 22.2% | 75.2%-53.0pp | 72.6%-50.3pp | 81.2%-59.0pp |
| Annual return | -14.84% | 946.63%-961.5pp | 702.22%-717.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $475 | $3,273-85.5% | $3,008-84.2% | $4,741-90.0% |
| Participant deferral / active EE | $621 | $4,802-87.1% | $4,395-85.9% | $6,401-90.3% |
| Admin fee / account holder | $1,449 | $5,977-75.8% | $5,325-72.8% | $11,429-87.3% |