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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 | $92,766-91.1% | $82,763-90.0% | $134,545-93.9% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -17.56% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $598 | $3,273-81.7% | $3,008-80.1% | $4,742-87.4% |
| Participant deferral / active EE | $599 | $4,802-87.5% | $4,395-86.4% | $6,401-90.6% |
| Admin fee / account holder | $990 | $5,978-83.4% | $5,325-81.4% | $11,431-91.3% |