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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 | $27,659 | $92,684-70.2% | $82,706-66.6% | $134,509-79.4% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -20.89% | 945.84%-966.7pp | 701.76%-722.7pp | 418.13%-439.0pp |
| Employer contribution / active EE | $814 | $3,272-75.1% | $3,007-72.9% | $4,741-82.8% |
| Participant deferral / active EE | $914 | $4,800-81.0% | $4,394-79.2% | $6,400-85.7% |
| Admin fee / account holder | $4,901 | $5,982-18.1% | $5,329-8.0% | $11,427-57.1% |