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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 | $45,794 | $138,078-66.8% | $125,363-63.5% | $134,509-66.0% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -19.02% | 750.49%-769.5pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $1,031 | $5,245-80.3% | $4,815-78.6% | $4,741-78.3% |
| Participant deferral / active EE | $1,486 | $7,800-81.0% | $7,447-80.1% | $6,400-76.8% |
| Admin fee / account holder | $16,465 | $11,566+42.4% | $10,005+64.6% | $11,427+44.1% |