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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 | $44,707 | $180,459-75.2% | $154,108-71.0% | $135,380-67.0% |
| Participation rate | 69.2% | 87.4%-18.2pp | 83.0%-13.8pp | 82.6%-13.4pp |
| Annual return | -4.84% | 888.21%-893.0pp | 735.21%-740.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,432 | $6,035-76.3% | $5,298-73.0% | $4,779-70.0% |
| Participant deferral / active EE | $326 | $5,806-94.4% | $5,081-93.6% | $5,609-94.2% |
| Admin fee / account holder | $8,475 | $16,145-47.5% | $13,411-36.8% | $10,828-21.7% |