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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 | $72,903 | $92,743-21.4% | $82,744-11.9% | $134,532-45.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -14.22% | 946.63%-960.9pp | 702.22%-716.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $379 | $3,273-88.4% | $3,008-87.4% | $4,741-92.0% |
| Participant deferral / active EE | $848 | $4,802-82.3% | $4,395-80.7% | $6,401-86.7% |
| Admin fee / account holder | $3,610 | $5,977-39.6% | $5,325-32.2% | $11,429-68.4% |