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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 | $63,412 | $160,059-60.4% | $140,019-54.7% | $135,380-53.2% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -8.42% | 911.48%-919.9pp | 651.17%-659.6pp | 519.81%-528.2pp |
| Employer contribution / active EE | $1,346 | $6,420-79.0% | $5,605-76.0% | $4,779-71.8% |
| Participant deferral / active EE | $779 | $7,641-89.8% | $6,927-88.7% | $5,609-86.1% |
| Admin fee / account holder | $3,615 | $13,328-72.9% | $10,705-66.2% | $10,828-66.6% |