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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 | $14,723 | $92,743-84.1% | $82,744-82.2% | $134,532-89.1% |
| Participation rate | 53.8% | 75.2%-21.4pp | 72.6%-18.7pp | 81.2%-27.4pp |
| Annual return | -17.01% | 946.63%-963.6pp | 702.22%-719.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $387 | $3,273-88.2% | $3,008-87.1% | $4,741-91.8% |
| Participant deferral / active EE | $608 | $4,802-87.3% | $4,395-86.2% | $6,401-90.5% |
| Admin fee / account holder | $630 | $5,977-89.5% | $5,325-88.2% | $11,429-94.5% |