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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 | $98,713 | $138,102-28.5% | $125,381-21.3% | $134,532-26.6% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -14.38% | 750.73%-765.1pp | 572.31%-586.7pp | 418.27%-432.7pp |
| Employer contribution / active EE | $1,177 | $5,245-77.6% | $4,815-75.6% | $4,741-75.2% |
| Participant deferral / active EE | $1,840 | $7,801-76.4% | $7,448-75.3% | $6,401-71.3% |
| Admin fee / account holder | $1,573 | $11,568-86.4% | $10,007-84.3% | $11,429-86.2% |