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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 | $57,421 | $135,645-57.7% | $110,243-47.9% | $135,379-57.6% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -3.53% | 513.24%-516.8pp | 314.76%-318.3pp | 519.79%-523.3pp |
| Employer contribution / active EE | $1,036 | $4,907-78.9% | $3,827-72.9% | $4,779-78.3% |
| Participant deferral / active EE | $1,036 | $5,507-81.2% | $4,672-77.8% | $5,609-81.5% |
| Admin fee / account holder | $36,202 | $11,458+216.0% | $8,548+323.5% | $10,828+234.3% |