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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 | $8,244 | $92,707-91.1% | $82,726-90.0% | $134,493-93.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.56% | 945.12%-962.7pp | 701.33%-718.9pp | 418.01%-435.6pp |
| Employer contribution / active EE | $598 | $3,274-81.7% | $3,009-80.1% | $4,740-87.4% |
| Participant deferral / active EE | $599 | $4,801-87.5% | $4,394-86.4% | $6,400-90.6% |
| Admin fee / account holder | $990 | $5,980-83.4% | $5,328-81.4% | $11,425-91.3% |