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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 | $124,576 | $138,076-9.8% | $123,553+0.8% | $135,380-8.0% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -7.45% | 153.70%-161.2pp | 119.21%-126.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $907 | $5,152-82.4% | $4,628-80.4% | $4,779-81.0% |
| Participant deferral / active EE | $2,080 | $6,800-69.4% | $6,426-67.6% | $5,609-62.9% |
| Admin fee / account holder | $3,813 | $10,917-65.1% | $9,284-58.9% | $10,828-64.8% |