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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 | $59,127 | $92,766-36.3% | $82,763-28.6% | $134,545-56.1% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -17.19% | 946.97%-964.2pp | 702.45%-719.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $612 | $3,273-81.3% | $3,008-79.7% | $4,742-87.1% |
| Participant deferral / active EE | $740 | $4,802-84.6% | $4,395-83.2% | $6,401-88.4% |
| Admin fee / account holder | $881 | $5,978-85.3% | $5,325-83.5% | $11,431-92.3% |