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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 | $74,306 | $138,078-46.2% | $125,363-40.7% | $134,509-44.8% |
| Participation rate | 31.3% | 84.5%-53.2pp | 82.4%-51.1pp | 81.2%-50.0pp |
| Annual return | -18.20% | 750.49%-768.7pp | 572.15%-590.3pp | 418.13%-436.3pp |
| Employer contribution / active EE | $1,083 | $5,245-79.4% | $4,815-77.5% | $4,741-77.2% |
| Participant deferral / active EE | $1,611 | $7,800-79.3% | $7,447-78.4% | $6,400-74.8% |
| Admin fee / account holder | $531 | $11,566-95.4% | $10,005-94.7% | $11,427-95.4% |