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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 | $115,389 | $138,102-16.4% | $125,381-8.0% | $134,532-14.2% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -15.84% | 750.73%-766.6pp | 572.31%-588.1pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,102 | $5,245-79.0% | $4,815-77.1% | $4,741-76.7% |
| Participant deferral / active EE | $2,096 | $7,801-73.1% | $7,448-71.9% | $6,401-67.3% |
| Admin fee / account holder | $2,129 | $11,568-81.6% | $10,007-78.7% | $11,429-81.4% |