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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 | $110,215 | $138,102-20.2% | $125,381-12.1% | $134,532-18.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -11.25% | 750.73%-762.0pp | 572.31%-583.6pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,294 | $5,245-75.3% | $4,815-73.1% | $4,741-72.7% |
| Participant deferral / active EE | $1,603 | $7,801-79.5% | $7,448-78.5% | $6,401-75.0% |
| Admin fee / account holder | $2,272 | $11,568-80.4% | $10,007-77.3% | $11,429-80.1% |