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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 | $72,597 | $106,551-31.9% | $91,225-20.4% | $134,532-46.0% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -18.46% | 160.78%-179.2pp | 114.12%-132.6pp | 418.27%-436.7pp |
| Employer contribution / active EE | $684 | $3,331-79.5% | $2,851-76.0% | $4,741-85.6% |
| Participant deferral / active EE | $667 | $4,718-85.9% | $4,233-84.3% | $6,401-89.6% |
| Admin fee / account holder | $335 | $6,234-94.6% | $5,422-93.8% | $11,429-97.1% |