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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 | $13,219 | $92,766-85.7% | $82,763-84.0% | $134,545-90.2% |
| Participation rate | 43.8% | 75.2%-31.5pp | 72.6%-28.8pp | 81.2%-37.5pp |
| Annual return | -15.69% | 946.97%-962.7pp | 702.45%-718.1pp | 418.37%-434.1pp |
| Employer contribution / active EE | $383 | $3,273-88.3% | $3,008-87.3% | $4,742-91.9% |
| Participant deferral / active EE | $287 | $4,802-94.0% | $4,395-93.5% | $6,401-95.5% |
| Admin fee / account holder | $391 | $5,978-93.5% | $5,325-92.7% | $11,431-96.6% |