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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 | $17,711 | $54,370-67.4% | $82,763-78.6% | $68,490-74.1% |
| Participation rate | 32.8% | 63.9%-31.1pp | 72.6%-39.8pp | 67.9%-35.1pp |
| Annual return | -16.26% | -13.67%-2.6pp | 702.45%-718.7pp | -7.85%-8.4pp |
| Employer contribution / active EE | $500 | $2,219-77.5% | $3,008-83.4% | $2,597-80.7% |
| Participant deferral / active EE | $750 | $3,247-76.9% | $4,395-82.9% | $4,028-81.4% |
| Admin fee / account holder | $968 | $4,398-78.0% | $5,325-81.8% | $5,403-82.1% |