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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 | $17,695 | $100,805-82.4% | $86,698-79.6% | $134,532-86.8% |
| Participation rate | 54.5% | 79.0%-24.4pp | 76.6%-22.0pp | 81.2%-26.7pp |
| Annual return | -19.41% | 29.09%-48.5pp | 35.95%-55.4pp | 418.27%-437.7pp |
| Employer contribution / active EE | $775 | $3,490-77.8% | $2,837-72.7% | $4,741-83.7% |
| Participant deferral / active EE | $1,686 | $5,339-68.4% | $4,656-63.8% | $6,401-73.7% |
| Admin fee / account holder | $1,155 | $10,925-89.4% | $7,493-84.6% | $11,429-89.9% |