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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 | $55,322 | $138,078-59.9% | $125,363-55.9% | $134,509-58.9% |
| Participation rate | 59.1% | 84.5%-25.4pp | 82.4%-23.3pp | 81.2%-22.1pp |
| Annual return | -12.12% | 750.49%-762.6pp | 572.15%-584.3pp | 418.13%-430.3pp |
| Employer contribution / active EE | $1,263 | $5,245-75.9% | $4,815-73.8% | $4,741-73.4% |
| Participant deferral / active EE | $2,315 | $7,800-70.3% | $7,447-68.9% | $6,400-63.8% |
| Admin fee / account holder | $950 | $11,566-91.8% | $10,005-90.5% | $11,427-91.7% |