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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 | $19,518 | $138,078-85.9% | $125,363-84.4% | $134,509-85.5% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -14.11% | 750.49%-764.6pp | 572.15%-586.3pp | 418.13%-432.2pp |
| Employer contribution / active EE | $2,005 | $5,245-61.8% | $4,815-58.4% | $4,741-57.7% |
| Participant deferral / active EE | $1,871 | $7,800-76.0% | $7,447-74.9% | $6,400-70.8% |
| Admin fee / account holder | $5,393 | $11,566-53.4% | $10,005-46.1% | $11,427-52.8% |