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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 | $33,664 | $138,076-75.6% | $123,553-72.8% | $135,380-75.1% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -2.71% | 153.70%-156.4pp | 119.21%-121.9pp | 519.81%-522.5pp |
| Employer contribution / active EE | $940 | $5,152-81.8% | $4,628-79.7% | $4,779-80.3% |
| Participant deferral / active EE | $2,080 | $6,800-69.4% | $6,426-67.6% | $5,609-62.9% |
| Admin fee / account holder | $4,655 | $10,917-57.4% | $9,284-49.9% | $10,828-57.0% |