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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 | $31,246 | $138,076-77.4% | $123,553-74.7% | $135,380-76.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -7.93% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,949 | $5,152-62.2% | $4,628-57.9% | $4,779-59.2% |
| Participant deferral / active EE | $619 | $6,800-90.9% | $6,426-90.4% | $5,609-89.0% |
| Admin fee / account holder | $1,457 | $10,917-86.7% | $9,284-84.3% | $10,828-86.5% |