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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 | $47,468 | $135,645-65.0% | $110,243-56.9% | $135,379-64.9% |
| Participation rate | 33.3% | 83.5%-50.1pp | 79.8%-46.5pp | 82.6%-49.3pp |
| Annual return | -3.56% | 513.24%-516.8pp | 314.76%-318.3pp | 519.79%-523.4pp |
| Employer contribution / active EE | $973 | $4,907-80.2% | $3,827-74.6% | $4,779-79.7% |
| Participant deferral / active EE | $1,394 | $5,507-74.7% | $4,672-70.2% | $5,609-75.2% |
| Admin fee / account holder | $856 | $11,458-92.5% | $8,548-90.0% | $10,828-92.1% |