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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 | $55,958 | $138,102-59.5% | $125,381-55.4% | $134,532-58.4% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -16.94% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,092 | $5,245-79.2% | $4,815-77.3% | $4,741-77.0% |
| Participant deferral / active EE | $1,525 | $7,801-80.5% | $7,448-79.5% | $6,401-76.2% |
| Admin fee / account holder | $12,454 | $11,568+7.7% | $10,007+24.5% | $11,429+9.0% |