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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 | $25,001 | $138,075-81.9% | $123,552-79.8% | $135,379-81.5% |
| Participation rate | 43.8% | 84.7%-41.0pp | 82.3%-38.5pp | 82.6%-38.9pp |
| Annual return | -4.04% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $1,160 | $5,152-77.5% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $1,809 | $6,800-73.4% | $6,426-71.8% | $5,609-67.7% |
| Admin fee / account holder | $673 | $10,917-93.8% | $9,285-92.8% | $10,828-93.8% |