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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 | $40,233 | $90,606-55.6% | $79,466-49.4% | $135,379-70.3% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | -5.96% | 977.69%-983.7pp | 718.28%-724.2pp | 519.79%-525.7pp |
| Employer contribution / active EE | $84 | $3,068-97.3% | $2,800-97.0% | $4,779-98.2% |
| Participant deferral / active EE | $105 | $4,050-97.4% | $3,704-97.2% | $5,609-98.1% |
| Admin fee / account holder | $518 | $5,895-91.2% | $5,104-89.9% | $10,828-95.2% |