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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 | $55,950 | $92,684-39.6% | $82,706-32.4% | $134,509-58.4% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.7pp | 81.2%-57.4pp |
| Annual return | -11.57% | 945.84%-957.4pp | 701.76%-713.3pp | 418.13%-429.7pp |
| Employer contribution / active EE | $470 | $3,272-85.6% | $3,007-84.4% | $4,741-90.1% |
| Participant deferral / active EE | $576 | $4,800-88.0% | $4,394-86.9% | $6,400-91.0% |
| Admin fee / account holder | $860 | $5,982-85.6% | $5,329-83.9% | $11,427-92.5% |