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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 | $64,770 | $138,076-53.1% | $123,553-47.6% | $135,380-52.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -6.07% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,098 | $5,152-78.7% | $4,628-76.3% | $4,779-77.0% |
| Participant deferral / active EE | $1,150 | $6,800-83.1% | $6,426-82.1% | $5,609-79.5% |
| Admin fee / account holder | $7,464 | $10,917-31.6% | $9,284-19.6% | $10,828-31.1% |