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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 | $15,340 | $93,124-83.5% | $77,100-80.1% | $134,545-88.6% |
| Participation rate | 37.5% | 74.5%-37.0pp | 67.9%-30.4pp | 81.2%-43.7pp |
| Annual return | -17.61% | 62.68%-80.3pp | 42.35%-60.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $854 | $3,421-75.0% | $2,815-69.7% | $4,742-82.0% |
| Participant deferral / active EE | $862 | $5,242-83.6% | $4,430-80.5% | $6,401-86.5% |
| Admin fee / account holder | $518 | $6,970-92.6% | $5,443-90.5% | $11,431-95.5% |