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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 | $12,449 | $93,117-86.6% | $77,096-83.9% | $134,532-90.7% |
| Participation rate | 47.6% | 74.5%-26.9pp | 67.9%-20.3pp | 81.2%-33.6pp |
| Annual return | -14.72% | 62.67%-77.4pp | 42.35%-57.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $409 | $3,420-88.0% | $2,814-85.5% | $4,741-91.4% |
| Participant deferral / active EE | $503 | $5,241-90.4% | $4,429-88.6% | $6,401-92.1% |
| Admin fee / account holder | $3,134 | $6,948-54.9% | $5,428-42.3% | $11,429-72.6% |