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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 | $8,061 | $93,117-91.3% | $77,096-89.5% | $134,532-94.0% |
| Participation rate | 43.8% | 74.5%-30.7pp | 67.9%-24.2pp | 81.2%-37.5pp |
| Annual return | -18.75% | 62.67%-81.4pp | 42.35%-61.1pp | 418.27%-437.0pp |
| Employer contribution / active EE | $476 | $3,420-86.1% | $2,814-83.1% | $4,741-90.0% |
| Participant deferral / active EE | $769 | $5,241-85.3% | $4,429-82.6% | $6,401-88.0% |
| Admin fee / account holder | $1,248 | $6,948-82.0% | $5,428-77.0% | $11,429-89.1% |