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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 | $54,355-69.5% | $82,744-80.0% | $68,486-75.8% |
| Participation rate | 32.1% | 63.9%-31.8pp | 72.6%-40.4pp | 67.9%-35.8pp |
| Annual return | -19.17% | -13.67%-5.5pp | 702.22%-721.4pp | -7.85%-11.3pp |
| Employer contribution / active EE | $479 | $2,219-78.4% | $3,008-84.1% | $2,597-81.6% |
| Participant deferral / active EE | $577 | $3,246-82.2% | $4,395-86.9% | $4,028-85.7% |
| Admin fee / account holder | $486 | $4,397-88.9% | $5,325-90.9% | $5,404-91.0% |