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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 | $24,166 | $95,917-74.8% | $79,583-69.6% | $134,545-82.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -15.01% | -2.70%-12.3pp | 0.16%-15.2pp | 418.37%-433.4pp |
| Employer contribution / active EE | $762 | $3,129-75.6% | $2,414-68.4% | $4,742-83.9% |
| Participant deferral / active EE | $1,124 | $4,694-76.0% | $3,986-71.8% | $6,401-82.4% |
| Admin fee / account holder | $10,477 | $9,132+14.7% | $6,835+53.3% | $11,431-8.3% |