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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 | $56,338 | $138,075-59.2% | $123,552-54.4% | $135,379-58.4% |
| Participation rate | 68.4% | 84.7%-16.3pp | 82.3%-13.9pp | 82.6%-14.2pp |
| Annual return | -8.04% | 153.70%-161.7pp | 119.20%-127.2pp | 519.79%-527.8pp |
| Employer contribution / active EE | $1,166 | $5,152-77.4% | $4,628-74.8% | $4,779-75.6% |
| Participant deferral / active EE | $1,954 | $6,800-71.3% | $6,426-69.6% | $5,609-65.2% |
| Admin fee / account holder | $2,274 | $10,917-79.2% | $9,285-75.5% | $10,828-79.0% |