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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 | $26,568 | $92,766-71.4% | $82,763-67.9% | $134,545-80.3% |
| Participation rate | 41.7% | 75.2%-33.5pp | 72.6%-30.9pp | 81.2%-39.6pp |
| Annual return | -14.79% | 946.97%-961.8pp | 702.45%-717.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $573 | $3,273-82.5% | $3,008-80.9% | $4,742-87.9% |
| Participant deferral / active EE | $733 | $4,802-84.7% | $4,395-83.3% | $6,401-88.5% |
| Admin fee / account holder | $938 | $5,978-84.3% | $5,325-82.4% | $11,431-91.8% |