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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 | $15,420 | $54,370-71.6% | $82,763-81.4% | $68,490-77.5% |
| Participation rate | 36.4% | 63.9%-27.6pp | 72.6%-36.2pp | 67.9%-31.5pp |
| Annual return | -14.47% | -13.67%-0.8pp | 702.45%-716.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $485 | $2,219-78.1% | $3,008-83.9% | $2,597-81.3% |
| Participant deferral / active EE | $890 | $3,247-72.6% | $4,395-79.8% | $4,028-77.9% |
| Admin fee / account holder | $382 | $4,398-91.3% | $5,325-92.8% | $5,403-92.9% |