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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 | $20,691 | $138,076-85.0% | $123,553-83.3% | $135,380-84.7% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.12% | 153.70%-157.8pp | 119.21%-123.3pp | 519.81%-523.9pp |
| Employer contribution / active EE | $1,019 | $5,152-80.2% | $4,628-78.0% | $4,779-78.7% |
| Participant deferral / active EE | $1,436 | $6,800-78.9% | $6,426-77.6% | $5,609-74.4% |
| Admin fee / account holder | $4,597 | $10,917-57.9% | $9,284-50.5% | $10,828-57.5% |