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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 | $62,584 | $180,466-65.3% | $154,114-59.4% | $135,382-53.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -3.31% | 888.15%-891.5pp | 735.16%-738.5pp | 519.77%-523.1pp |
| Employer contribution / active EE | $1,528 | $6,035-74.7% | $5,298-71.2% | $4,779-68.0% |
| Participant deferral / active EE | $1,546 | $5,806-73.4% | $5,081-69.6% | $5,609-72.4% |
| Admin fee / account holder | $6,406 | $16,144-60.3% | $13,411-52.2% | $10,829-40.8% |