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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 | $55,349 | $138,114-59.9% | $125,391-55.9% | $134,545-58.9% |
| Participation rate | 46.2% | 84.5%-38.3pp | 82.4%-36.2pp | 81.2%-35.1pp |
| Annual return | -16.15% | 750.88%-767.0pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $1,350 | $5,246-74.3% | $4,816-72.0% | $4,742-71.5% |
| Participant deferral / active EE | $1,301 | $7,801-83.3% | $7,448-82.5% | $6,401-79.7% |
| Admin fee / account holder | $575 | $11,570-95.0% | $10,009-94.3% | $11,431-95.0% |