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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 | $32,979 | $138,114-76.1% | $125,391-73.7% | $134,545-75.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -12.15% | 750.88%-763.0pp | 572.41%-584.6pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,602 | $5,246-69.5% | $4,816-66.7% | $4,742-66.2% |
| Participant deferral / active EE | $2,461 | $7,801-68.4% | $7,448-67.0% | $6,401-61.5% |
| Admin fee / account holder | $468 | $11,570-96.0% | $10,009-95.3% | $11,431-95.9% |