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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 | $92,707-88.4% | $82,726-87.0% | $134,493-92.0% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -15.73% | 945.12%-960.9pp | 701.33%-717.1pp | 418.01%-433.7pp |
| Employer contribution / active EE | $375 | $3,274-88.5% | $3,009-87.5% | $4,740-92.1% |
| Participant deferral / active EE | $555 | $4,801-88.4% | $4,394-87.4% | $6,400-91.3% |
| Admin fee / account holder | $4,726 | $5,980-21.0% | $5,328-11.3% | $11,425-58.6% |