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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 | $24,242 | $92,766-73.9% | $82,763-70.7% | $134,545-82.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -15.51% | 946.97%-962.5pp | 702.45%-718.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $658 | $3,273-79.9% | $3,008-78.1% | $4,742-86.1% |
| Participant deferral / active EE | $924 | $4,802-80.8% | $4,395-79.0% | $6,401-85.6% |
| Admin fee / account holder | $503 | $5,978-91.6% | $5,325-90.6% | $11,431-95.6% |