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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 | $27,689 | $138,102-80.0% | $125,381-77.9% | $134,532-79.4% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -16.48% | 750.73%-767.2pp | 572.31%-588.8pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,032 | $5,245-80.3% | $4,815-78.6% | $4,741-78.2% |
| Participant deferral / active EE | $1,104 | $7,801-85.8% | $7,448-85.2% | $6,401-82.8% |
| Admin fee / account holder | $4,326 | $11,568-62.6% | $10,007-56.8% | $11,429-62.1% |