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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 | $35,092 | $138,114-74.6% | $125,391-72.0% | $134,545-73.9% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -15.06% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,086 | $5,246-79.3% | $4,816-77.5% | $4,742-77.1% |
| Participant deferral / active EE | $2,328 | $7,801-70.2% | $7,448-68.7% | $6,401-63.6% |
| Admin fee / account holder | $844 | $11,570-92.7% | $10,009-91.6% | $11,431-92.6% |