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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 | $45,597 | $93,117-51.0% | $77,096-40.9% | $134,532-66.1% |
| Participation rate | 22.2% | 74.5%-52.3pp | 67.9%-45.7pp | 81.2%-59.0pp |
| Annual return | -18.06% | 62.67%-80.7pp | 42.35%-60.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $576 | $3,420-83.1% | $2,814-79.5% | $4,741-87.8% |
| Participant deferral / active EE | $721 | $5,241-86.3% | $4,429-83.7% | $6,401-88.7% |
| Admin fee / account holder | $439 | $6,948-93.7% | $5,428-91.9% | $11,429-96.2% |