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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 | $15,210 | $95,917-84.1% | $79,583-80.9% | $134,545-88.7% |
| Participation rate | 36.4% | 75.0%-38.7pp | 69.5%-33.1pp | 81.2%-44.9pp |
| Annual return | -18.96% | -2.70%-16.3pp | 0.16%-19.1pp | 418.37%-437.3pp |
| Employer contribution / active EE | $971 | $3,129-69.0% | $2,414-59.8% | $4,742-79.5% |
| Participant deferral / active EE | $633 | $4,694-86.5% | $3,986-84.1% | $6,401-90.1% |
| Admin fee / account holder | $783 | $9,132-91.4% | $6,835-88.5% | $11,431-93.1% |