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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 | $90,831 | $138,114-34.2% | $125,391-27.6% | $134,545-32.5% |
| Participation rate | 23.5% | 84.5%-61.0pp | 82.4%-58.9pp | 81.2%-57.7pp |
| Annual return | -10.11% | 750.88%-761.0pp | 572.41%-582.5pp | 418.37%-428.5pp |
| Employer contribution / active EE | $1,121 | $5,246-78.6% | $4,816-76.7% | $4,742-76.4% |
| Participant deferral / active EE | $1,391 | $7,801-82.2% | $7,448-81.3% | $6,401-78.3% |
| Admin fee / account holder | $19,646 | $11,570+69.8% | $10,009+96.3% | $11,431+71.9% |