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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 | $15,764 | $92,743-83.0% | $82,744-80.9% | $134,532-88.3% |
| Participation rate | 47.4% | 75.2%-27.8pp | 72.6%-25.2pp | 81.2%-33.9pp |
| Annual return | -20.09% | 946.63%-966.7pp | 702.22%-722.3pp | 418.27%-438.4pp |
| Employer contribution / active EE | $593 | $3,273-81.9% | $3,008-80.3% | $4,741-87.5% |
| Participant deferral / active EE | $840 | $4,802-82.5% | $4,395-80.9% | $6,401-86.9% |
| Admin fee / account holder | $1,037 | $5,977-82.7% | $5,325-80.5% | $11,429-90.9% |