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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 | $44,586 | $138,102-67.7% | $125,381-64.4% | $134,532-66.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.96% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,248 | $5,245-76.2% | $4,815-74.1% | $4,741-73.7% |
| Participant deferral / active EE | $2,202 | $7,801-71.8% | $7,448-70.4% | $6,401-65.6% |
| Admin fee / account holder | $1,022 | $11,568-91.2% | $10,007-89.8% | $11,429-91.1% |