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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 | $39,890 | $138,075-71.1% | $123,552-67.7% | $135,379-70.5% |
| Participation rate | 54.2% | 84.7%-30.6pp | 82.3%-28.1pp | 82.6%-28.5pp |
| Annual return | -7.96% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.7pp |
| Employer contribution / active EE | $1,692 | $5,152-67.2% | $4,628-63.4% | $4,779-64.6% |
| Participant deferral / active EE | $2,056 | $6,800-69.8% | $6,426-68.0% | $5,609-63.3% |
| Admin fee / account holder | $1,415 | $10,917-87.0% | $9,285-84.8% | $10,828-86.9% |