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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 | $129,019 | $160,059-19.4% | $140,019-7.9% | $135,380-4.7% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.5%-54.2pp | 82.6%-49.3pp |
| Annual return | -0.96% | 911.48%-912.4pp | 651.17%-652.1pp | 519.81%-520.8pp |
| Employer contribution / active EE | $2,515 | $6,420-60.8% | $5,605-55.1% | $4,779-47.4% |
| Participant deferral / active EE | $2,515 | $7,641-67.1% | $6,927-63.7% | $5,609-55.2% |
| Admin fee / account holder | $5,797 | $13,328-56.5% | $10,705-45.8% | $10,828-46.5% |