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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 | $71,250 | $92,684-23.1% | $82,706-13.9% | $134,509-47.0% |
| Participation rate | 28.6% | 75.2%-46.6pp | 72.6%-44.0pp | 81.2%-52.7pp |
| Annual return | -15.67% | 945.84%-961.5pp | 701.76%-717.4pp | 418.13%-433.8pp |
| Employer contribution / active EE | $813 | $3,272-75.2% | $3,007-73.0% | $4,741-82.8% |
| Participant deferral / active EE | $766 | $4,800-84.0% | $4,394-82.6% | $6,400-88.0% |
| Admin fee / account holder | $3,285 | $5,982-45.1% | $5,329-38.3% | $11,427-71.2% |