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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 | $16,558 | $54,357-69.5% | $82,706-80.0% | $68,495-75.8% |
| Participation rate | 32.1% | 63.9%-31.8pp | 72.6%-40.4pp | 67.9%-35.7pp |
| Annual return | -19.17% | -13.67%-5.5pp | 701.76%-720.9pp | -7.84%-11.3pp |
| Employer contribution / active EE | $479 | $2,218-78.4% | $3,007-84.1% | $2,596-81.6% |
| Participant deferral / active EE | $577 | $3,246-82.2% | $4,394-86.9% | $4,028-85.7% |
| Admin fee / account holder | $486 | $4,396-88.9% | $5,329-90.9% | $5,403-91.0% |