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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 | $12,761 | $93,117-86.3% | $77,096-83.4% | $134,532-90.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 67.9%-10.8pp | 81.2%-24.1pp |
| Annual return | -19.41% | 62.67%-82.1pp | 42.35%-61.8pp | 418.27%-437.7pp |
| Employer contribution / active EE | $680 | $3,420-80.1% | $2,814-75.8% | $4,741-85.7% |
| Participant deferral / active EE | $850 | $5,241-83.8% | $4,429-80.8% | $6,401-86.7% |
| Admin fee / account holder | $1,995 | $6,948-71.3% | $5,428-63.2% | $11,429-82.5% |