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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 | $31,423 | $92,684-66.1% | $82,706-62.0% | $134,509-76.6% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -14.92% | 945.84%-960.8pp | 701.76%-716.7pp | 418.13%-433.1pp |
| Employer contribution / active EE | $1,131 | $3,272-65.4% | $3,007-62.4% | $4,741-76.1% |
| Participant deferral / active EE | $690 | $4,800-85.6% | $4,394-84.3% | $6,400-89.2% |
| Admin fee / account holder | $2,768 | $5,982-53.7% | $5,329-48.1% | $11,427-75.8% |