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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 | $33,087 | $88,585-62.6% | $69,884-52.7% | $134,532-75.4% |
| Participation rate | 47.6% | 74.9%-27.3pp | 70.5%-22.9pp | 81.2%-33.6pp |
| Annual return | -17.68% | 442.80%-460.5pp | 190.81%-208.5pp | 418.27%-435.9pp |
| Employer contribution / active EE | $483 | $3,235-85.1% | $2,560-81.1% | $4,741-89.8% |
| Participant deferral / active EE | $643 | $4,770-86.5% | $3,848-83.3% | $6,401-90.0% |
| Admin fee / account holder | $1,679 | $10,441-83.9% | $6,266-73.2% | $11,429-85.3% |