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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 | $63,525 | $138,075-54.0% | $123,552-48.6% | $135,379-53.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -2.03% | 153.70%-155.7pp | 119.20%-121.2pp | 519.79%-521.8pp |
| Employer contribution / active EE | $942 | $5,152-81.7% | $4,628-79.7% | $4,779-80.3% |
| Participant deferral / active EE | $442 | $6,800-93.5% | $6,426-93.1% | $5,609-92.1% |
| Admin fee / account holder | $162,667 | $10,917+1390.1% | $9,285+1652.0% | $10,828+1402.3% |