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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 | $70,115 | $97,732-28.3% | $83,831-16.4% | $135,380-48.2% |
| Participation rate | 40.0% | 80.0%-40.0pp | 76.1%-36.1pp | 82.6%-42.6pp |
| Annual return | -6.56% | 1287.56%-1294.1pp | 850.99%-857.6pp | 519.81%-526.4pp |
| Employer contribution / active EE | $3,700 | $4,222-12.4% | $3,631+1.9% | $4,779-22.6% |
| Participant deferral / active EE | $869 | $4,683-81.4% | $4,082-78.7% | $5,609-84.5% |
| Admin fee / account holder | $387 | $6,675-94.2% | $5,479-92.9% | $10,828-96.4% |