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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 | $32,776 | $138,078-76.3% | $125,363-73.9% | $134,509-75.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.83% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $1,138 | $5,245-78.3% | $4,815-76.4% | $4,741-76.0% |
| Participant deferral / active EE | $1,707 | $7,800-78.1% | $7,447-77.1% | $6,400-73.3% |
| Admin fee / account holder | $498 | $11,566-95.7% | $10,005-95.0% | $11,427-95.6% |