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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 | $10,348 | $54,370-81.0% | $82,763-87.5% | $68,490-84.9% |
| Participation rate | 56.4% | 63.9%-7.5pp | 72.6%-16.2pp | 67.9%-11.5pp |
| Annual return | -15.78% | -13.67%-2.1pp | 702.45%-718.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $575 | $2,219-74.1% | $3,008-80.9% | $2,597-77.9% |
| Participant deferral / active EE | $783 | $3,247-75.9% | $4,395-82.2% | $4,028-80.5% |
| Admin fee / account holder | $1,041 | $4,398-76.3% | $5,325-80.5% | $5,403-80.7% |