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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 | $18,759 | $95,895-80.4% | $79,576-76.4% | $134,509-86.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -12.58% | -2.72%-9.9pp | 0.15%-12.7pp | 418.13%-430.7pp |
| Employer contribution / active EE | $743 | $3,128-76.2% | $2,413-69.2% | $4,741-84.3% |
| Participant deferral / active EE | $867 | $4,693-81.5% | $3,985-78.3% | $6,400-86.5% |
| Admin fee / account holder | $809 | $9,129-91.1% | $6,834-88.2% | $11,427-92.9% |