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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 | $65,022 | $99,668-34.8% | $86,451-24.8% | $134,545-51.7% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -18.68% | 6789.61%-6808.3pp | 4398.51%-4417.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $1,635 | $4,403-62.9% | $3,770-56.6% | $4,742-65.5% |
| Participant deferral / active EE | $1,635 | $7,249-77.4% | $6,953-76.5% | $6,401-74.5% |
| Admin fee / account holder | $496 | $8,377-94.1% | $6,734-92.6% | $11,431-95.7% |