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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 | $11,877 | $67,396-82.4% | $60,919-80.5% | $134,545-91.2% |
| Participation rate | 63.2% | 76.2%-13.0pp | 73.1%-9.9pp | 81.2%-18.1pp |
| Annual return | -11.82% | 50.12%-61.9pp | 16.96%-28.8pp | 418.37%-430.2pp |
| Employer contribution / active EE | $1,245 | $3,101-59.9% | $2,704-54.0% | $4,742-73.7% |
| Participant deferral / active EE | $169 | $4,534-96.3% | $3,814-95.6% | $6,401-97.4% |
| Admin fee / account holder | $881 | $4,590-80.8% | $3,228-72.7% | $11,431-92.3% |