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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 | $21,576 | $90,606-76.2% | $79,466-72.8% | $135,379-84.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -2.38% | 977.69%-980.1pp | 718.28%-720.7pp | 519.79%-522.2pp |
| Employer contribution / active EE | $258 | $3,068-91.6% | $2,800-90.8% | $4,779-94.6% |
| Participant deferral / active EE | $294 | $4,050-92.7% | $3,704-92.1% | $5,609-94.8% |
| Admin fee / account holder | $6,243 | $5,895+5.9% | $5,104+22.3% | $10,828-42.3% |