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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 | $46,859 | $95,915-51.1% | $79,580-41.1% | $134,532-65.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -8.26% | -2.71%-5.5pp | 0.15%-8.4pp | 418.27%-426.5pp |
| Employer contribution / active EE | $913 | $3,129-70.8% | $2,413-62.2% | $4,741-80.8% |
| Participant deferral / active EE | $913 | $4,693-80.6% | $3,985-77.1% | $6,401-85.7% |
| Admin fee / account holder | $378 | $9,132-95.9% | $6,835-94.5% | $11,429-96.7% |