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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 | $28,990 | $138,102-79.0% | $125,381-76.9% | $134,532-78.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.86% | 750.73%-762.6pp | 572.31%-584.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $1,500 | $5,245-71.4% | $4,815-68.8% | $4,741-68.4% |
| Participant deferral / active EE | $1,831 | $7,801-76.5% | $7,448-75.4% | $6,401-71.4% |
| Admin fee / account holder | $4,528 | $11,568-60.9% | $10,007-54.7% | $11,429-60.4% |