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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 | $140,520 | $138,075+1.8% | $123,552+13.7% | $135,379+3.8% |
| Participation rate | 10.0% | 84.7%-74.7pp | 82.3%-72.3pp | 82.6%-72.6pp |
| Annual return | -2.36% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.1pp |
| Employer contribution / active EE | $1,100 | $5,152-78.6% | $4,628-76.2% | $4,779-77.0% |
| Participant deferral / active EE | $2,000 | $6,800-70.6% | $6,426-68.9% | $5,609-64.3% |
| Admin fee / account holder | $1,043 | $10,917-90.4% | $9,285-88.8% | $10,828-90.4% |