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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 | $84,058 | $138,078-39.1% | $125,363-32.9% | $134,509-37.5% |
| Participation rate | 60.9% | 84.5%-23.6pp | 82.4%-21.5pp | 81.2%-20.4pp |
| Annual return | -12.73% | 750.49%-763.2pp | 572.15%-584.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $2,123 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $2,527 | $7,800-67.6% | $7,447-66.1% | $6,400-60.5% |
| Admin fee / account holder | $4,881 | $11,566-57.8% | $10,005-51.2% | $11,427-57.3% |