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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 | $52,986 | $138,075-61.6% | $123,552-57.1% | $135,379-60.9% |
| Participation rate | 54.2% | 84.7%-30.6pp | 82.3%-28.1pp | 82.6%-28.5pp |
| Annual return | -3.37% | 153.70%-157.1pp | 119.20%-122.6pp | 519.79%-523.2pp |
| Employer contribution / active EE | $1,217 | $5,152-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $1,964 | $6,800-71.1% | $6,426-69.4% | $5,609-65.0% |
| Admin fee / account holder | $6,435 | $10,917-41.1% | $9,285-30.7% | $10,828-40.6% |