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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 | $17,811 | $57,352-68.9% | $83,830-78.8% | $64,173-72.2% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -6.14% | 11.38%-17.5pp | 850.97%-857.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $665 | $2,546-73.9% | $3,631-81.7% | $2,381-72.1% |
| Participant deferral / active EE | $269 | $2,993-91.0% | $4,082-93.4% | $3,470-92.3% |
| Admin fee / account holder | $1,718 | $4,046-57.5% | $5,479-68.6% | $4,887-64.8% |