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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 | $119,899 | $138,114-13.2% | $125,391-4.4% | $134,545-10.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.04% | 750.88%-768.9pp | 572.41%-590.5pp | 418.37%-436.4pp |
| Employer contribution / active EE | $1,697 | $5,246-67.7% | $4,816-64.8% | $4,742-64.2% |
| Participant deferral / active EE | $2,044 | $7,801-73.8% | $7,448-72.6% | $6,401-68.1% |
| Admin fee / account holder | $883 | $11,570-92.4% | $10,009-91.2% | $11,431-92.3% |