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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 | $70,483 | $138,102-49.0% | $125,381-43.8% | $134,532-47.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -14.45% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,031 | $5,245-80.4% | $4,815-78.6% | $4,741-78.3% |
| Participant deferral / active EE | $2,487 | $7,801-68.1% | $7,448-66.6% | $6,401-61.2% |
| Admin fee / account holder | $432 | $11,568-96.3% | $10,007-95.7% | $11,429-96.2% |