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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 | $87,150 | $190,862-54.3% | $159,991-45.5% | $134,509-35.2% |
| Participation rate | 42.1% | 82.0%-39.8pp | 78.0%-35.9pp | 81.2%-39.1pp |
| Annual return | -18.82% | 552.59%-571.4pp | 408.82%-427.6pp | 418.13%-437.0pp |
| Employer contribution / active EE | $772 | $4,995-84.5% | $4,225-81.7% | $4,741-83.7% |
| Participant deferral / active EE | $991 | $6,924-85.7% | $6,183-84.0% | $6,400-84.5% |
| Admin fee / account holder | $5,800 | $10,495-44.7% | $8,715-33.4% | $11,427-49.2% |