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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 | $24,800 | $138,076-82.0% | $123,553-79.9% | $135,380-81.7% |
| Participation rate | 42.1% | 84.7%-42.6pp | 82.3%-40.2pp | 82.6%-40.5pp |
| Annual return | -5.24% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,285 | $5,152-75.1% | $4,628-72.2% | $4,779-73.1% |
| Participant deferral / active EE | $1,415 | $6,800-79.2% | $6,426-78.0% | $5,609-74.8% |
| Admin fee / account holder | $2,439 | $10,917-77.7% | $9,284-73.7% | $10,828-77.5% |