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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 | $27,630 | $90,607-69.5% | $79,467-65.2% | $135,380-79.6% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -5.82% | 977.74%-983.6pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,680 | $3,068-45.2% | $2,800-40.0% | $4,779-64.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,538 | $5,895-23.0% | $5,104-11.1% | $10,828-58.1% |