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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 | $34,673 | $92,766-62.6% | $82,763-58.1% | $134,545-74.2% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -19.95% | 946.97%-966.9pp | 702.45%-722.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $696 | $3,273-78.7% | $3,008-76.9% | $4,742-85.3% |
| Participant deferral / active EE | $696 | $4,802-85.5% | $4,395-84.2% | $6,401-89.1% |
| Admin fee / account holder | $1,080 | $5,978-81.9% | $5,325-79.7% | $11,431-90.6% |