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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 | $42,392 | $138,102-69.3% | $125,381-66.2% | $134,532-68.5% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -19.05% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,485 | $5,245-71.7% | $4,815-69.2% | $4,741-68.7% |
| Participant deferral / active EE | $1,485 | $7,801-81.0% | $7,448-80.1% | $6,401-76.8% |
| Admin fee / account holder | $500 | $11,568-95.7% | $10,007-95.0% | $11,429-95.6% |