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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 | $68,828 | $138,102-50.2% | $125,381-45.1% | $134,532-48.8% |
| Participation rate | 45.5% | 84.5%-39.0pp | 82.4%-36.9pp | 81.2%-35.8pp |
| Annual return | -6.02% | 750.73%-756.7pp | 572.31%-578.3pp | 418.27%-424.3pp |
| Employer contribution / active EE | $1,318 | $5,245-74.9% | $4,815-72.6% | $4,741-72.2% |
| Participant deferral / active EE | $1,994 | $7,801-74.4% | $7,448-73.2% | $6,401-68.8% |
| Admin fee / account holder | $811 | $11,568-93.0% | $10,007-91.9% | $11,429-92.9% |