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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 | $59,645 | $160,059-62.7% | $140,019-57.4% | $135,380-55.9% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -7.42% | 911.48%-918.9pp | 651.17%-658.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $1,790 | $6,420-72.1% | $5,605-68.1% | $4,779-62.5% |
| Participant deferral / active EE | $2,581 | $7,641-66.2% | $6,927-62.7% | $5,609-54.0% |
| Admin fee / account holder | $1,431 | $13,328-89.3% | $10,705-86.6% | $10,828-86.8% |