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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 | $24,457 | $88,585-72.4% | $69,884-65.0% | $134,532-81.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -15.10% | 442.80%-457.9pp | 190.81%-205.9pp | 418.27%-433.4pp |
| Employer contribution / active EE | $587 | $3,235-81.9% | $2,560-77.1% | $4,741-87.6% |
| Participant deferral / active EE | $587 | $4,770-87.7% | $3,848-84.8% | $6,401-90.8% |
| Admin fee / account holder | $12,922 | $10,441+23.8% | $6,266+106.2% | $11,429+13.1% |