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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 | $78,314 | $138,076-43.3% | $123,553-36.6% | $135,380-42.2% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | -4.61% | 153.70%-158.3pp | 119.21%-123.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,092 | $5,152-78.8% | $4,628-76.4% | $4,779-77.1% |
| Participant deferral / active EE | $1,726 | $6,800-74.6% | $6,426-73.1% | $5,609-69.2% |
| Admin fee / account holder | $1,194 | $10,917-89.1% | $9,284-87.1% | $10,828-89.0% |