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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 | $119,515 | $138,076-13.4% | $123,553-3.3% | $135,380-11.7% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -2.64% | 153.70%-156.3pp | 119.21%-121.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $949 | $5,152-81.6% | $4,628-79.5% | $4,779-80.1% |
| Participant deferral / active EE | $1,797 | $6,800-73.6% | $6,426-72.0% | $5,609-68.0% |
| Admin fee / account holder | $3,404 | $10,917-68.8% | $9,284-63.3% | $10,828-68.6% |