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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 | $29,858 | $138,076-78.4% | $123,553-75.8% | $135,380-77.9% |
| Participation rate | 43.5% | 84.7%-41.3pp | 82.3%-38.8pp | 82.6%-39.2pp |
| Annual return | -3.29% | 153.70%-157.0pp | 119.21%-122.5pp | 519.81%-523.1pp |
| Employer contribution / active EE | $1,233 | $5,152-76.1% | $4,628-73.4% | $4,779-74.2% |
| Participant deferral / active EE | $1,766 | $6,800-74.0% | $6,426-72.5% | $5,609-68.5% |
| Admin fee / account holder | $507 | $10,917-95.4% | $9,284-94.5% | $10,828-95.3% |