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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 | $49,880 | $160,059-68.8% | $140,019-64.4% | $135,380-63.2% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -6.73% | 911.48%-918.2pp | 651.17%-657.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $1,452 | $6,420-77.4% | $5,605-74.1% | $4,779-69.6% |
| Participant deferral / active EE | $1,871 | $7,641-75.5% | $6,927-73.0% | $5,609-66.6% |
| Admin fee / account holder | $470 | $13,328-96.5% | $10,705-95.6% | $10,828-95.7% |