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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 | $16,077 | $54,370-70.4% | $82,763-80.6% | $68,490-76.5% |
| Participation rate | 15.3% | 63.9%-48.7pp | 72.6%-57.3pp | 67.9%-52.6pp |
| Annual return | -10.29% | -13.67%+3.4pp | 702.45%-712.7pp | -7.85%-2.4pp |
| Employer contribution / active EE | $388 | $2,219-82.5% | $3,008-87.1% | $2,597-85.1% |
| Participant deferral / active EE | $700 | $3,247-78.4% | $4,395-84.1% | $4,028-82.6% |
| Admin fee / account holder | $911 | $4,398-79.3% | $5,325-82.9% | $5,403-83.1% |