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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 | $66,062 | $138,075-52.2% | $123,552-46.5% | $135,379-51.2% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -6.78% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,345 | $5,152-73.9% | $4,628-70.9% | $4,779-71.9% |
| Participant deferral / active EE | $1,441 | $6,800-78.8% | $6,426-77.6% | $5,609-74.3% |
| Admin fee / account holder | $9,501 | $10,917-13.0% | $9,285+2.3% | $10,828-12.3% |