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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 | $11,677 | $92,766-87.4% | $82,763-85.9% | $134,545-91.3% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -17.83% | 946.97%-964.8pp | 702.45%-720.3pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,273 | $3,273-61.1% | $3,008-57.7% | $4,742-73.1% |
| Participant deferral / active EE | $872 | $4,802-81.8% | $4,395-80.2% | $6,401-86.4% |
| Admin fee / account holder | $3,509 | $5,978-41.3% | $5,325-34.1% | $11,431-69.3% |