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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 | $12,228 | $92,743-86.8% | $82,744-85.2% | $134,532-90.9% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -19.95% | 946.63%-966.6pp | 702.22%-722.2pp | 418.27%-438.2pp |
| Employer contribution / active EE | $736 | $3,273-77.5% | $3,008-75.5% | $4,741-84.5% |
| Participant deferral / active EE | $847 | $4,802-82.4% | $4,395-80.7% | $6,401-86.8% |
| Admin fee / account holder | $2,117 | $5,977-64.6% | $5,325-60.2% | $11,429-81.5% |