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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 | $56,266 | $138,114-59.3% | $125,391-55.1% | $134,545-58.2% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -13.09% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,917 | $5,246-63.5% | $4,816-60.2% | $4,742-59.6% |
| Participant deferral / active EE | $2,503 | $7,801-67.9% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $25,449 | $11,570+120.0% | $10,009+154.3% | $11,431+122.6% |