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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 | $62,509 | $97,729-36.0% | $83,830-25.4% | $135,379-53.8% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -5.81% | 1287.52%-1293.3pp | 850.97%-856.8pp | 519.79%-525.6pp |
| Employer contribution / active EE | $779 | $4,222-81.5% | $3,631-78.5% | $4,779-83.7% |
| Participant deferral / active EE | $1,169 | $4,683-75.0% | $4,082-71.4% | $5,609-79.2% |
| Admin fee / account holder | $15,734 | $6,674+135.7% | $5,479+187.2% | $10,828+45.3% |