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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 | $10,396 | $152,597-93.2% | $117,533-91.2% | $134,532-92.3% |
| Participation rate | 5.3% | 77.1%-71.8pp | 70.6%-65.3pp | 81.2%-76.0pp |
| Annual return | -18.66% | 53.04%-71.7pp | 29.77%-48.4pp | 418.27%-436.9pp |
| Employer contribution / active EE | $169 | $5,576-97.0% | $4,179-96.0% | $4,741-96.4% |
| Participant deferral / active EE | $211 | $4,821-95.6% | $4,072-94.8% | $6,401-96.7% |
| Admin fee / account holder | $9,719 | $7,007+38.7% | $5,647+72.1% | $11,429-15.0% |