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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 | $19,243 | $92,766-79.3% | $82,763-76.7% | $134,545-85.7% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -19.44% | 946.97%-966.4pp | 702.45%-721.9pp | 418.37%-437.8pp |
| Employer contribution / active EE | $776 | $3,273-76.3% | $3,008-74.2% | $4,742-83.6% |
| Participant deferral / active EE | $801 | $4,802-83.3% | $4,395-81.8% | $6,401-87.5% |
| Admin fee / account holder | $1,552 | $5,978-74.0% | $5,325-70.9% | $11,431-86.4% |