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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 | $13,514 | $92,766-85.4% | $82,763-83.7% | $134,545-90.0% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -20.06% | 946.97%-967.0pp | 702.45%-722.5pp | 418.37%-438.4pp |
| Employer contribution / active EE | $769 | $3,273-76.5% | $3,008-74.4% | $4,742-83.8% |
| Participant deferral / active EE | $381 | $4,802-92.1% | $4,395-91.3% | $6,401-94.1% |
| Admin fee / account holder | $946 | $5,978-84.2% | $5,325-82.2% | $11,431-91.7% |