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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 | $92,870 | $117,694-21.1% | $71,755+29.4% | $134,532-31.0% |
| Participation rate | 30.0% | 68.8%-38.8pp | 62.3%-32.3pp | 81.2%-51.2pp |
| Annual return | -17.16% | 25.33%-42.5pp | 9.09%-26.3pp | 418.27%-435.4pp |
| Employer contribution / active EE | $296 | $2,523-88.3% | $1,704-82.6% | $4,741-93.8% |
| Participant deferral / active EE | $406 | $3,753-89.2% | $2,656-84.7% | $6,401-93.7% |
| Admin fee / account holder | $1,042 | $6,374-83.7% | $3,972-73.8% | $11,429-90.9% |