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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 | $69,523 | $93,117-25.3% | $77,096-9.8% | $134,532-48.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -19.75% | 62.67%-82.4pp | 42.35%-62.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $786 | $3,420-77.0% | $2,814-72.1% | $4,741-83.4% |
| Participant deferral / active EE | $780 | $5,241-85.1% | $4,429-82.4% | $6,401-87.8% |
| Admin fee / account holder | $11,521 | $6,948+65.8% | $5,428+112.2% | $11,429+0.8% |