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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 | $31,638 | $97,729-67.6% | $83,830-62.3% | $135,379-76.6% |
| Participation rate | 58.3% | 80.0%-21.6pp | 76.1%-17.8pp | 82.6%-24.3pp |
| Annual return | -8.57% | 1287.52%-1296.1pp | 850.97%-859.5pp | 519.79%-528.4pp |
| Employer contribution / active EE | $779 | $4,222-81.6% | $3,631-78.6% | $4,779-83.7% |
| Participant deferral / active EE | $1,148 | $4,683-75.5% | $4,082-71.9% | $5,609-79.5% |
| Admin fee / account holder | $7,936 | $6,674+18.9% | $5,479+44.9% | $10,828-26.7% |