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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 | $41,924 | $138,102-69.6% | $125,381-66.6% | $134,532-68.8% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -17.14% | 750.73%-767.9pp | 572.31%-589.4pp | 418.27%-435.4pp |
| Employer contribution / active EE | $1,475 | $5,245-71.9% | $4,815-69.4% | $4,741-68.9% |
| Participant deferral / active EE | $2,271 | $7,801-70.9% | $7,448-69.5% | $6,401-64.5% |
| Admin fee / account holder | $2,663 | $11,568-77.0% | $10,007-73.4% | $11,429-76.7% |