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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 | $10,267 | $54,370-81.1% | $82,763-87.6% | $68,490-85.0% |
| Participation rate | 30.6% | 63.9%-33.3pp | 72.6%-42.0pp | 67.9%-37.3pp |
| Annual return | -18.17% | -13.67%-4.5pp | 702.45%-720.6pp | -7.85%-10.3pp |
| Employer contribution / active EE | $476 | $2,219-78.5% | $3,008-84.2% | $2,597-81.7% |
| Participant deferral / active EE | $753 | $3,247-76.8% | $4,395-82.9% | $4,028-81.3% |
| Admin fee / account holder | $1,464 | $4,398-66.7% | $5,325-72.5% | $5,403-72.9% |