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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 | $72,366 | $138,114-47.6% | $125,391-42.3% | $134,545-46.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -11.47% | 750.88%-762.4pp | 572.41%-583.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,955 | $5,246-62.7% | $4,816-59.4% | $4,742-58.8% |
| Participant deferral / active EE | $1,805 | $7,801-76.9% | $7,448-75.8% | $6,401-71.8% |
| Admin fee / account holder | $3,348 | $11,570-71.1% | $10,009-66.5% | $11,431-70.7% |