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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 | $37,340 | $152,542-75.5% | $117,498-68.2% | $134,509-72.2% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -12.16% | 53.02%-65.2pp | 29.75%-41.9pp | 418.13%-430.3pp |
| Employer contribution / active EE | $1,633 | $5,574-70.7% | $4,178-60.9% | $4,741-65.5% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $380 | $7,006-94.6% | $5,646-93.3% | $11,427-96.7% |