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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 | $46,957 | $138,075-66.0% | $123,552-62.0% | $135,379-65.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -2.93% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $1,111 | $5,152-78.4% | $4,628-76.0% | $4,779-76.8% |
| Participant deferral / active EE | $1,389 | $6,800-79.6% | $6,426-78.4% | $5,609-75.2% |
| Admin fee / account holder | $774 | $10,917-92.9% | $9,285-91.7% | $10,828-92.8% |