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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 | $24,898 | $97,729-74.5% | $83,830-70.3% | $135,379-81.6% |
| Participation rate | 40.9% | 80.0%-39.0pp | 76.1%-35.2pp | 82.6%-41.7pp |
| Annual return | -7.71% | 1287.52%-1295.2pp | 850.97%-858.7pp | 519.79%-527.5pp |
| Employer contribution / active EE | $2,095 | $4,222-50.4% | $3,631-42.3% | $4,779-56.2% |
| Participant deferral / active EE | $802 | $4,683-82.9% | $4,082-80.4% | $5,609-85.7% |
| Admin fee / account holder | $612 | $6,674-90.8% | $5,479-88.8% | $10,828-94.3% |