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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 | $20,742 | $54,355-61.8% | $82,744-74.9% | $68,486-69.7% |
| Participation rate | 67.6% | 63.9%+3.6pp | 72.6%-5.0pp | 67.9%-0.3pp |
| Annual return | -16.33% | -13.67%-2.7pp | 702.22%-718.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $807 | $2,219-63.6% | $3,008-73.2% | $2,597-68.9% |
| Participant deferral / active EE | $766 | $3,246-76.4% | $4,395-82.6% | $4,028-81.0% |
| Admin fee / account holder | $427 | $4,397-90.3% | $5,325-92.0% | $5,404-92.1% |