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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 | $23,745 | $138,078-82.8% | $125,363-81.1% | $134,509-82.3% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -17.38% | 750.49%-767.9pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,211 | $5,245-76.9% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $2,075 | $7,800-73.4% | $7,447-72.1% | $6,400-67.6% |
| Admin fee / account holder | $4,266 | $11,566-63.1% | $10,005-57.4% | $11,427-62.7% |