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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 | $13,036 | $92,743-85.9% | $82,744-84.2% | $134,532-90.3% |
| Participation rate | 27.3% | 75.2%-47.9pp | 72.6%-45.3pp | 81.2%-54.0pp |
| Annual return | -19.60% | 946.63%-966.2pp | 702.22%-721.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $534 | $3,273-83.7% | $3,008-82.3% | $4,741-88.7% |
| Participant deferral / active EE | $688 | $4,802-85.7% | $4,395-84.3% | $6,401-89.3% |
| Admin fee / account holder | $5,028 | $5,977-15.9% | $5,325-5.6% | $11,429-56.0% |