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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 | $57,457 | $138,076-58.4% | $123,553-53.5% | $135,380-57.6% |
| Participation rate | 38.5% | 84.7%-46.3pp | 82.3%-43.8pp | 82.6%-44.2pp |
| Annual return | -7.94% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,257 | $5,152-75.6% | $4,628-72.8% | $4,779-73.7% |
| Participant deferral / active EE | $2,023 | $6,800-70.2% | $6,426-68.5% | $5,609-63.9% |
| Admin fee / account holder | $411 | $10,917-96.2% | $9,284-95.6% | $10,828-96.2% |