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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 | $71,800 | $160,059-55.1% | $140,019-48.7% | $135,379-47.0% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.5%-19.1pp | 82.6%-14.2pp |
| Annual return | -6.21% | 911.44%-917.7pp | 651.15%-657.4pp | 519.79%-526.0pp |
| Employer contribution / active EE | $1,711 | $6,420-73.3% | $5,605-69.5% | $4,779-64.2% |
| Participant deferral / active EE | $2,593 | $7,641-66.1% | $6,927-62.6% | $5,609-53.8% |
| Admin fee / account holder | $14,120 | $13,328+5.9% | $10,705+31.9% | $10,828+30.4% |