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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 | $29,344 | $92,743-68.4% | $82,744-64.5% | $134,532-78.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -18.08% | 946.63%-964.7pp | 702.22%-720.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $602 | $3,273-81.6% | $3,008-80.0% | $4,741-87.3% |
| Participant deferral / active EE | $727 | $4,802-84.9% | $4,395-83.5% | $6,401-88.7% |
| Admin fee / account holder | $453 | $5,977-92.4% | $5,325-91.5% | $11,429-96.0% |