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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 | $53,363 | $160,059-66.7% | $140,019-61.9% | $135,380-60.6% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.5%-25.0pp | 82.6%-20.1pp |
| Annual return | -6.62% | 911.48%-918.1pp | 651.17%-657.8pp | 519.81%-526.4pp |
| Employer contribution / active EE | $1,729 | $6,420-73.1% | $5,605-69.1% | $4,779-63.8% |
| Participant deferral / active EE | $2,285 | $7,641-70.1% | $6,927-67.0% | $5,609-59.3% |
| Admin fee / account holder | $9,830 | $13,328-26.2% | $10,705-8.2% | $10,828-9.2% |