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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 | $75,241 | $138,076-45.5% | $123,553-39.1% | $135,380-44.4% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -1.88% | 153.70%-155.6pp | 119.21%-121.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $984 | $5,152-80.9% | $4,628-78.7% | $4,779-79.4% |
| Participant deferral / active EE | $2,145 | $6,800-68.5% | $6,426-66.6% | $5,609-61.8% |
| Admin fee / account holder | $38,739 | $10,917+254.9% | $9,284+317.2% | $10,828+257.8% |