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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 | $82,257 | $138,075-40.4% | $123,552-33.4% | $135,379-39.2% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -4.88% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $990 | $5,152-80.8% | $4,628-78.6% | $4,779-79.3% |
| Participant deferral / active EE | $2,034 | $6,800-70.1% | $6,426-68.3% | $5,609-63.7% |
| Admin fee / account holder | $11,831 | $10,917+8.4% | $9,285+27.4% | $10,828+9.3% |