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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 | $22,245 | $138,114-83.9% | $125,391-82.3% | $134,545-83.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -20.50% | 750.88%-771.4pp | 572.41%-592.9pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,021 | $5,246-80.5% | $4,816-78.8% | $4,742-78.5% |
| Participant deferral / active EE | $2,413 | $7,801-69.1% | $7,448-67.6% | $6,401-62.3% |
| Admin fee / account holder | $2,121 | $11,570-81.7% | $10,009-78.8% | $11,431-81.4% |