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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 | $39,803 | $138,075-71.2% | $123,552-67.8% | $135,379-70.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.18% | 153.70%-155.9pp | 119.20%-121.4pp | 519.79%-522.0pp |
| Employer contribution / active EE | $1,077 | $5,152-79.1% | $4,628-76.7% | $4,779-77.5% |
| Participant deferral / active EE | $1,817 | $6,800-73.3% | $6,426-71.7% | $5,609-67.6% |
| Admin fee / account holder | $45,310 | $10,917+315.0% | $9,285+388.0% | $10,828+318.5% |