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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 | $92,684-86.8% | $82,706-85.2% | $134,509-90.9% |
| Participation rate | 43.8% | 75.2%-31.4pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -19.95% | 945.84%-965.8pp | 701.76%-721.7pp | 418.13%-438.1pp |
| Employer contribution / active EE | $736 | $3,272-77.5% | $3,007-75.5% | $4,741-84.5% |
| Participant deferral / active EE | $847 | $4,800-82.3% | $4,394-80.7% | $6,400-86.8% |
| Admin fee / account holder | $2,117 | $5,982-64.6% | $5,329-60.3% | $11,427-81.5% |