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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 | $22,623 | $129,959-82.6% | $104,301-78.3% | $134,532-83.2% |
| Participation rate | 30.0% | 79.5%-49.5pp | 73.3%-43.3pp | 81.2%-51.2pp |
| Annual return | -14.30% | 42.04%-56.3pp | 24.61%-38.9pp | 418.27%-432.6pp |
| Employer contribution / active EE | $720 | $4,185-82.8% | $3,373-78.6% | $4,741-84.8% |
| Participant deferral / active EE | $941 | $5,589-83.2% | $4,626-79.7% | $6,401-85.3% |
| Admin fee / account holder | $302 | $9,325-96.8% | $7,340-95.9% | $11,429-97.4% |