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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 | $12,978 | $75,962-82.9% | $154,108-91.6% | $64,173-79.8% |
| Participation rate | 58.3% | 70.4%-12.1pp | 83.0%-24.7pp | 69.6%-11.2pp |
| Annual return | -2.17% | 30.32%-32.5pp | 735.21%-737.4pp | 7.63%-9.8pp |
| Employer contribution / active EE | $407 | $3,350-87.9% | $5,298-92.3% | $2,381-82.9% |
| Participant deferral / active EE | $539 | $3,175-83.0% | $5,081-89.4% | $3,470-84.5% |
| Admin fee / account holder | $2,128 | $5,589-61.9% | $13,411-84.1% | $4,887-56.4% |