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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 | $40,982 | $97,729-58.1% | $83,830-51.1% | $135,379-69.7% |
| Participation rate | 57.9% | 80.0%-22.1pp | 76.1%-18.3pp | 82.6%-24.7pp |
| Annual return | -7.26% | 1287.52%-1294.8pp | 850.97%-858.2pp | 519.79%-527.0pp |
| Employer contribution / active EE | $952 | $4,222-77.4% | $3,631-73.8% | $4,779-80.1% |
| Participant deferral / active EE | $995 | $4,683-78.8% | $4,082-75.6% | $5,609-82.3% |
| Admin fee / account holder | $3,088 | $6,674-53.7% | $5,479-43.6% | $10,828-71.5% |