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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 | $18,711 | $78,694-76.2% | $67,652-72.3% | $125,389-85.1% |
| Participation rate | 56.3% | 78.8%-22.6pp | 75.7%-19.4pp | 83.2%-26.9pp |
| Annual return | -1.59% | 9.46%-11.0pp | 6625.40%-6627.0pp | 282.24%-283.8pp |
| Employer contribution / active EE | $706 | $3,044-76.8% | $2,266-68.8% | $4,866-85.5% |
| Participant deferral / active EE | $759 | $4,292-82.3% | $3,560-78.7% | $5,352-85.8% |
| Admin fee / account holder | $2,134 | $7,403-71.2% | $4,821-55.7% | $9,541-77.6% |