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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 | $10,951 | $92,743-88.2% | $82,744-86.8% | $134,532-91.9% |
| Participation rate | 26.3% | 75.2%-48.9pp | 72.6%-46.2pp | 81.2%-54.9pp |
| Annual return | -19.09% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.4pp |
| Employer contribution / active EE | $316 | $3,273-90.3% | $3,008-89.5% | $4,741-93.3% |
| Participant deferral / active EE | $915 | $4,802-80.9% | $4,395-79.2% | $6,401-85.7% |
| Admin fee / account holder | $2,315 | $5,977-61.3% | $5,325-56.5% | $11,429-79.7% |