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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 | $24,232 | $138,075-82.5% | $123,552-80.4% | $135,379-82.1% |
| Participation rate | 65.2% | 84.7%-19.5pp | 82.3%-17.1pp | 82.6%-17.4pp |
| Annual return | -6.78% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,322 | $5,152-74.3% | $4,628-71.4% | $4,779-72.3% |
| Participant deferral / active EE | $1,957 | $6,800-71.2% | $6,426-69.5% | $5,609-65.1% |
| Admin fee / account holder | $7,140 | $10,917-34.6% | $9,285-23.1% | $10,828-34.1% |