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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 | $93,710 | $160,059-41.5% | $140,019-33.1% | $135,380-30.8% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.5%-30.4pp | 82.6%-25.5pp |
| Annual return | -2.20% | 911.48%-913.7pp | 651.17%-653.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $1,505 | $6,420-76.6% | $5,605-73.1% | $4,779-68.5% |
| Participant deferral / active EE | $2,628 | $7,641-65.6% | $6,927-62.1% | $5,609-53.2% |
| Admin fee / account holder | $422 | $13,328-96.8% | $10,705-96.1% | $10,828-96.1% |