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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 | $49,187 | $93,124-47.2% | $77,100-36.2% | $134,545-63.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -18.85% | 62.68%-81.5pp | 42.35%-61.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $979 | $3,421-71.4% | $2,815-65.2% | $4,742-79.4% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $304 | $6,970-95.6% | $5,443-94.4% | $11,431-97.3% |