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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 | $38,416 | $197,819-80.6% | $155,789-75.3% | $125,388-69.4% |
| Participation rate | 28.6% | 82.1%-53.5pp | 76.1%-47.5pp | 83.2%-54.6pp |
| Annual return | -0.34% | 86.73%-87.1pp | 71.54%-71.9pp | 282.24%-282.6pp |
| Employer contribution / active EE | $623 | $4,850-87.2% | $3,839-83.8% | $4,866-87.2% |
| Participant deferral / active EE | $824 | $5,631-85.4% | $4,798-82.8% | $5,352-84.6% |
| Admin fee / account holder | $5,301 | $9,544-44.5% | $7,477-29.1% | $9,541-44.4% |