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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 | $27,855 | $138,102-79.8% | $125,381-77.8% | $134,532-79.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -15.23% | 750.73%-766.0pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,490 | $5,245-71.6% | $4,815-69.1% | $4,741-68.6% |
| Participant deferral / active EE | $1,900 | $7,801-75.6% | $7,448-74.5% | $6,401-70.3% |
| Admin fee / account holder | $638 | $11,568-94.5% | $10,007-93.6% | $11,429-94.4% |