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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 | $9,537 | $67,396-85.8% | $60,919-84.3% | $134,545-92.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -4.37% | 50.12%-54.5pp | 16.96%-21.3pp | 418.37%-422.7pp |
| Employer contribution / active EE | $1,229 | $3,101-60.4% | $2,704-54.5% | $4,742-74.1% |
| Participant deferral / active EE | $369 | $4,534-91.9% | $3,814-90.3% | $6,401-94.2% |
| Admin fee / account holder | $7,196 | $4,590+56.8% | $3,228+122.9% | $11,431-37.0% |