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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 | $16,267 | $92,743-82.5% | $82,744-80.3% | $134,532-87.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -16.03% | 946.63%-962.7pp | 702.22%-718.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $1,638 | $3,273-49.9% | $3,008-45.5% | $4,741-65.5% |
| Participant deferral / active EE | $877 | $4,802-81.7% | $4,395-80.0% | $6,401-86.3% |
| Admin fee / account holder | $6,443 | $5,977+7.8% | $5,325+21.0% | $11,429-43.6% |