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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 | $15,292 | $138,102-88.9% | $125,381-87.8% | $134,532-88.6% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -11.37% | 750.73%-762.1pp | 572.31%-583.7pp | 418.27%-429.6pp |
| Employer contribution / active EE | $1,009 | $5,245-80.8% | $4,815-79.1% | $4,741-78.7% |
| Participant deferral / active EE | $2,503 | $7,801-67.9% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $793 | $11,568-93.1% | $10,007-92.1% | $11,429-93.1% |