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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 | $33,362 | $92,766-64.0% | $82,763-59.7% | $134,545-75.2% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -19.06% | 946.97%-966.0pp | 702.45%-721.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $483 | $3,273-85.2% | $3,008-83.9% | $4,742-89.8% |
| Participant deferral / active EE | $473 | $4,802-90.1% | $4,395-89.2% | $6,401-92.6% |
| Admin fee / account holder | $1,694 | $5,978-71.7% | $5,325-68.2% | $11,431-85.2% |