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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 | $13,267 | $49,177-73.0% | $79,466-83.3% | $64,173-79.3% |
| Participation rate | 31.8% | 65.0%-33.2pp | 73.3%-41.5pp | 69.6%-37.8pp |
| Annual return | -7.06% | -1.16%-5.9pp | 718.28%-725.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $325 | $2,076-84.4% | $2,800-88.4% | $2,381-86.4% |
| Participant deferral / active EE | $586 | $2,821-79.2% | $3,704-84.2% | $3,470-83.1% |
| Admin fee / account holder | $851 | $3,839-77.8% | $5,104-83.3% | $4,887-82.6% |