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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 | $4,381 | $84,628-94.8% | $61,501-92.9% | $134,545-96.7% |
| Participation rate | 13.6% | 62.2%-48.6pp | 52.6%-38.9pp | 81.2%-67.6pp |
| Annual return | -15.75% | 585.61%-601.4pp | 339.04%-354.8pp | 418.37%-434.1pp |
| Employer contribution / active EE | $117 | $1,545-92.4% | $1,160-89.9% | $4,742-97.5% |
| Participant deferral / active EE | $145 | $2,819-94.9% | $2,125-93.2% | $6,401-97.7% |
| Admin fee / account holder | $2,070 | $2,587-20.0% | $2,132-2.9% | $11,431-81.9% |