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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 | $15,910 | $75,962-79.1% | $154,108-89.7% | $64,173-75.2% |
| Participation rate | 62.9% | 70.4%-7.6pp | 83.0%-20.2pp | 69.6%-6.7pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.21%-739.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $876 | $3,350-73.8% | $5,298-83.5% | $2,381-63.2% |
| Participant deferral / active EE | $646 | $3,175-79.7% | $5,081-87.3% | $3,470-81.4% |
| Admin fee / account holder | $1,521 | $5,589-72.8% | $13,411-88.7% | $4,887-68.9% |