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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 | $138,078-79.0% | $125,363-76.9% | $134,509-78.4% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -11.86% | 750.49%-762.4pp | 572.15%-584.0pp | 418.13%-430.0pp |
| Employer contribution / active EE | $1,500 | $5,245-71.4% | $4,815-68.8% | $4,741-68.4% |
| Participant deferral / active EE | $1,831 | $7,800-76.5% | $7,447-75.4% | $6,400-71.4% |
| Admin fee / account holder | $4,528 | $11,566-60.8% | $10,005-54.7% | $11,427-60.4% |