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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 | $52,006 | $190,916-72.8% | $160,037-67.5% | $134,545-61.3% |
| Participation rate | 53.3% | 82.0%-28.6pp | 78.0%-24.7pp | 81.2%-27.9pp |
| Annual return | -5.38% | 552.79%-558.2pp | 408.95%-414.3pp | 418.37%-423.7pp |
| Employer contribution / active EE | $744 | $4,996-85.1% | $4,226-82.4% | $4,742-84.3% |
| Participant deferral / active EE | $1,009 | $6,925-85.4% | $6,184-83.7% | $6,401-84.2% |
| Admin fee / account holder | $43,453 | $10,497+314.0% | $8,716+398.5% | $11,431+280.1% |