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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 | $57,112 | $138,076-58.6% | $123,553-53.8% | $135,380-57.8% |
| Participation rate | 58.8% | 84.7%-25.9pp | 82.3%-23.5pp | 82.6%-23.8pp |
| Annual return | 0.20% | 153.70%-153.5pp | 119.21%-119.0pp | 519.81%-519.6pp |
| Employer contribution / active EE | $2,037 | $5,152-60.5% | $4,628-56.0% | $4,779-57.4% |
| Participant deferral / active EE | $1,226 | $6,800-82.0% | $6,426-80.9% | $5,609-78.1% |
| Admin fee / account holder | $9,038 | $10,917-17.2% | $9,284-2.7% | $10,828-16.5% |