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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 | $23,949 | $190,879-87.5% | $160,009-85.0% | $134,532-82.2% |
| Participation rate | 37.5% | 82.0%-44.5pp | 78.0%-40.5pp | 81.2%-43.7pp |
| Annual return | -19.26% | 552.63%-571.9pp | 408.85%-428.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $707 | $4,995-85.8% | $4,225-83.3% | $4,741-85.1% |
| Participant deferral / active EE | $1,014 | $6,924-85.4% | $6,183-83.6% | $6,401-84.2% |
| Admin fee / account holder | $1,819 | $10,495-82.7% | $8,715-79.1% | $11,429-84.1% |