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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 | $40,436 | $138,102-70.7% | $125,381-67.7% | $134,532-69.9% |
| Participation rate | 35.7% | 84.5%-48.8pp | 82.4%-46.7pp | 81.2%-45.5pp |
| Annual return | -3.81% | 750.73%-754.5pp | 572.31%-576.1pp | 418.27%-422.1pp |
| Employer contribution / active EE | $1,784 | $5,245-66.0% | $4,815-63.0% | $4,741-62.4% |
| Participant deferral / active EE | $1,931 | $7,801-75.2% | $7,448-74.1% | $6,401-69.8% |
| Admin fee / account holder | $4,147 | $11,568-64.2% | $10,007-58.6% | $11,429-63.7% |