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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 | $46,390 | $138,075-66.4% | $123,552-62.5% | $135,379-65.7% |
| Participation rate | 47.1% | 84.7%-37.7pp | 82.3%-35.2pp | 82.6%-35.6pp |
| Annual return | -4.86% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $1,265 | $5,152-75.5% | $4,628-72.7% | $4,779-73.5% |
| Participant deferral / active EE | $2,062 | $6,800-69.7% | $6,426-67.9% | $5,609-63.2% |
| Admin fee / account holder | $4,540 | $10,917-58.4% | $9,285-51.1% | $10,828-58.1% |