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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 | $10,770 | $92,766-88.4% | $82,763-87.0% | $134,545-92.0% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -15.73% | 946.97%-962.7pp | 702.45%-718.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $375 | $3,273-88.5% | $3,008-87.5% | $4,742-92.1% |
| Participant deferral / active EE | $555 | $4,802-88.4% | $4,395-87.4% | $6,401-91.3% |
| Admin fee / account holder | $4,726 | $5,978-20.9% | $5,325-11.2% | $11,431-58.7% |