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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 | $9,607 | $92,766-89.6% | $82,763-88.4% | $134,545-92.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -17.90% | 946.97%-964.9pp | 702.45%-720.4pp | 418.37%-436.3pp |
| Employer contribution / active EE | $911 | $3,273-72.2% | $3,008-69.7% | $4,742-80.8% |
| Participant deferral / active EE | $912 | $4,802-81.0% | $4,395-79.3% | $6,401-85.8% |
| Admin fee / account holder | $1,180 | $5,978-80.3% | $5,325-77.8% | $11,431-89.7% |