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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 | $7,716 | $92,743-91.7% | $82,744-90.7% | $134,532-94.3% |
| Participation rate | 29.4% | 75.2%-45.8pp | 72.6%-43.2pp | 81.2%-51.8pp |
| Annual return | -19.07% | 946.63%-965.7pp | 702.22%-721.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $324 | $3,273-90.1% | $3,008-89.2% | $4,741-93.2% |
| Participant deferral / active EE | $559 | $4,802-88.4% | $4,395-87.3% | $6,401-91.3% |
| Admin fee / account holder | $812 | $5,977-86.4% | $5,325-84.8% | $11,429-92.9% |