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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 | $17,610 | $75,962-76.8% | $154,108-88.6% | $64,173-72.6% |
| Participation rate | 64.3% | 70.4%-6.1pp | 83.0%-18.8pp | 69.6%-5.3pp |
| Annual return | -4.44% | 30.32%-34.8pp | 735.21%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $679 | $3,350-79.7% | $5,298-87.2% | $2,381-71.5% |
| Participant deferral / active EE | $765 | $3,175-75.9% | $5,081-85.0% | $3,470-78.0% |
| Admin fee / account holder | $3,505 | $5,589-37.3% | $13,411-73.9% | $4,887-28.3% |