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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 | $21,393 | $138,076-84.5% | $123,553-82.7% | $135,380-84.2% |
| Participation rate | 64.3% | 84.7%-20.4pp | 82.3%-18.0pp | 82.6%-18.4pp |
| Annual return | -3.99% | 153.70%-157.7pp | 119.21%-123.2pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,227 | $5,152-76.2% | $4,628-73.5% | $4,779-74.3% |
| Participant deferral / active EE | $1,724 | $6,800-74.6% | $6,426-73.2% | $5,609-69.3% |
| Admin fee / account holder | $414 | $10,917-96.2% | $9,284-95.5% | $10,828-96.2% |