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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 | $18,740 | $75,962-75.3% | $154,111-87.8% | $64,173-70.8% |
| Participation rate | 34.2% | 70.4%-36.2pp | 83.0%-48.8pp | 69.6%-35.4pp |
| Annual return | -7.37% | 30.32%-37.7pp | 735.18%-742.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $559 | $3,350-83.3% | $5,298-89.5% | $2,381-76.5% |
| Participant deferral / active EE | $612 | $3,175-80.7% | $5,081-88.0% | $3,470-82.4% |
| Admin fee / account holder | $423 | $5,589-92.4% | $13,411-96.8% | $4,887-91.3% |