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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 | $44,564 | $92,766-52.0% | $82,763-46.2% | $134,545-66.9% |
| Participation rate | 30.4% | 75.2%-44.8pp | 72.6%-42.1pp | 81.2%-50.8pp |
| Annual return | -16.77% | 946.97%-963.7pp | 702.45%-719.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $324 | $3,273-90.1% | $3,008-89.2% | $4,742-93.2% |
| Participant deferral / active EE | $825 | $4,802-82.8% | $4,395-81.2% | $6,401-87.1% |
| Admin fee / account holder | $1,005 | $5,978-83.2% | $5,325-81.1% | $11,431-91.2% |