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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 | $20,673 | $75,962-72.8% | $154,108-86.6% | $64,173-67.8% |
| Participation rate | 50.9% | 70.4%-19.5pp | 83.0%-32.1pp | 69.6%-18.7pp |
| Annual return | -3.93% | 30.32%-34.2pp | 735.21%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $525 | $3,350-84.3% | $5,298-90.1% | $2,381-77.9% |
| Participant deferral / active EE | $867 | $3,175-72.7% | $5,081-82.9% | $3,470-75.0% |
| Admin fee / account holder | $4,321 | $5,589-22.7% | $13,411-67.8% | $4,887-11.6% |