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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 | $39,633 | $92,743-57.3% | $82,744-52.1% | $134,532-70.5% |
| Participation rate | 18.8% | 75.2%-56.5pp | 72.6%-53.8pp | 81.2%-62.5pp |
| Annual return | -12.50% | 946.63%-959.1pp | 702.22%-714.7pp | 418.27%-430.8pp |
| Employer contribution / active EE | $458 | $3,273-86.0% | $3,008-84.8% | $4,741-90.3% |
| Participant deferral / active EE | $740 | $4,802-84.6% | $4,395-83.2% | $6,401-88.4% |
| Admin fee / account holder | $384 | $5,977-93.6% | $5,325-92.8% | $11,429-96.6% |