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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 | $113,994 | $180,459-36.8% | $154,108-26.0% | $135,380-15.8% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -7.55% | 888.21%-895.8pp | 735.21%-742.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $8,740 | $6,035+44.8% | $5,298+65.0% | $4,779+82.9% |
| Participant deferral / active EE | $861 | $5,806-85.2% | $5,081-83.1% | $5,609-84.7% |
| Admin fee / account holder | $732 | $16,145-95.5% | $13,411-94.5% | $10,828-93.2% |