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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 | $18,638 | $138,102-86.5% | $125,381-85.1% | $134,532-86.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -18.95% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,418 | $5,245-73.0% | $4,815-70.5% | $4,741-70.1% |
| Participant deferral / active EE | $2,210 | $7,801-71.7% | $7,448-70.3% | $6,401-65.5% |
| Admin fee / account holder | $2,206 | $11,568-80.9% | $10,007-78.0% | $11,429-80.7% |