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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 | $24,423 | $90,617-73.0% | $79,476-69.3% | $135,382-82.0% |
| Participation rate | 52.2% | 76.1%-23.9pp | 73.3%-21.2pp | 82.6%-30.5pp |
| Annual return | -4.62% | 977.57%-982.2pp | 718.21%-722.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $1,148 | $3,068-62.6% | $2,800-59.0% | $4,779-76.0% |
| Participant deferral / active EE | $138 | $4,050-96.6% | $3,704-96.3% | $5,609-97.5% |
| Admin fee / account holder | $717 | $5,907-87.9% | $5,113-86.0% | $10,829-93.4% |