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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 | $42,811 | $97,732-56.2% | $83,831-48.9% | $135,380-68.4% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -6.07% | 1287.56%-1293.6pp | 850.99%-857.1pp | 519.81%-525.9pp |
| Employer contribution / active EE | $990 | $4,222-76.5% | $3,631-72.7% | $4,779-79.3% |
| Participant deferral / active EE | $1,029 | $4,683-78.0% | $4,082-74.8% | $5,609-81.7% |
| Admin fee / account holder | $7,597 | $6,675+13.8% | $5,479+38.7% | $10,828-29.8% |