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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 | $21,062 | $92,743-77.3% | $82,744-74.5% | $134,532-84.3% |
| Participation rate | 42.9% | 75.2%-32.3pp | 72.6%-29.7pp | 81.2%-38.4pp |
| Annual return | -18.43% | 946.63%-965.1pp | 702.22%-720.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,599 | $3,273-51.1% | $3,008-46.8% | $4,741-66.3% |
| Participant deferral / active EE | $541 | $4,802-88.7% | $4,395-87.7% | $6,401-91.6% |
| Admin fee / account holder | $1,947 | $5,977-67.4% | $5,325-63.4% | $11,429-83.0% |