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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 | $16,620 | $138,102-88.0% | $125,381-86.7% | $134,532-87.6% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -14.89% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.2pp |
| Employer contribution / active EE | $1,351 | $5,245-74.3% | $4,815-72.0% | $4,741-71.5% |
| Participant deferral / active EE | $1,991 | $7,801-74.5% | $7,448-73.3% | $6,401-68.9% |
| Admin fee / account holder | $31,080 | $11,568+168.7% | $10,007+210.6% | $11,429+172.0% |