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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 | $74,952 | $92,684-19.1% | $82,706-9.4% | $134,509-44.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -16.75% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $520 | $3,272-84.1% | $3,007-82.7% | $4,741-89.0% |
| Participant deferral / active EE | $640 | $4,800-86.7% | $4,394-85.4% | $6,400-90.0% |
| Admin fee / account holder | $597 | $5,982-90.0% | $5,329-88.8% | $11,427-94.8% |