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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 | $32,774 | $138,102-76.3% | $125,381-73.9% | $134,532-75.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -17.48% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,065 | $5,245-60.6% | $4,815-57.1% | $4,741-56.5% |
| Participant deferral / active EE | $1,752 | $7,801-77.5% | $7,448-76.5% | $6,401-72.6% |
| Admin fee / account holder | $995 | $11,568-91.4% | $10,007-90.1% | $11,429-91.3% |