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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 | $33,049 | $168,635-80.4% | $147,617-77.6% | $125,389-73.6% |
| Participation rate | 42.9% | 88.8%-45.9pp | 84.6%-41.8pp | 83.2%-40.3pp |
| Annual return | -3.34% | 77.65%-81.0pp | 61.98%-65.3pp | 282.24%-285.6pp |
| Employer contribution / active EE | $6,925 | $6,252+10.8% | $5,564+24.5% | $4,866+42.3% |
| Participant deferral / active EE | $1,637 | $5,507-70.3% | $4,895-66.6% | $5,352-69.4% |
| Admin fee / account holder | $2,459 | $13,580-81.9% | $11,612-78.8% | $9,541-74.2% |