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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 | $42,978 | $138,102-68.9% | $125,381-65.7% | $134,532-68.1% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -16.90% | 750.73%-767.6pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $1,379 | $5,245-73.7% | $4,815-71.4% | $4,741-70.9% |
| Participant deferral / active EE | $1,379 | $7,801-82.3% | $7,448-81.5% | $6,401-78.5% |
| Admin fee / account holder | $589 | $11,568-94.9% | $10,007-94.1% | $11,429-94.9% |