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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 | $20,351 | $90,617-77.5% | $79,476-74.4% | $135,382-85.0% |
| Participation rate | 62.5% | 76.1%-13.6pp | 73.3%-10.8pp | 82.6%-20.1pp |
| Annual return | -4.24% | 977.57%-981.8pp | 718.21%-722.5pp | 519.77%-524.0pp |
| Employer contribution / active EE | $205 | $3,068-93.3% | $2,800-92.7% | $4,779-95.7% |
| Participant deferral / active EE | $531 | $4,050-86.9% | $3,704-85.7% | $5,609-90.5% |
| Admin fee / account holder | $2,652 | $5,907-55.1% | $5,113-48.1% | $10,829-75.5% |