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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 | $65,516 | $160,059-59.1% | $140,019-53.2% | $135,382-51.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -6.93% | 911.44%-918.4pp | 651.15%-658.1pp | 519.77%-526.7pp |
| Employer contribution / active EE | $1,962 | $6,420-69.4% | $5,605-65.0% | $4,779-58.9% |
| Participant deferral / active EE | $1,866 | $7,641-75.6% | $6,927-73.1% | $5,609-66.7% |
| Admin fee / account holder | $18,341 | $13,328+37.6% | $10,705+71.3% | $10,829+69.4% |