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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 | $55,733 | $138,102-59.6% | $125,381-55.5% | $134,532-58.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -19.96% | 750.73%-770.7pp | 572.31%-592.3pp | 418.27%-438.2pp |
| Employer contribution / active EE | $1,233 | $5,245-76.5% | $4,815-74.4% | $4,741-74.0% |
| Participant deferral / active EE | $1,433 | $7,801-81.6% | $7,448-80.8% | $6,401-77.6% |
| Admin fee / account holder | $838 | $11,568-92.8% | $10,007-91.6% | $11,429-92.7% |