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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 | $42,974 | $138,114-68.9% | $125,391-65.7% | $134,545-68.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -14.64% | 750.88%-765.5pp | 572.41%-587.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $1,150 | $5,246-78.1% | $4,816-76.1% | $4,742-75.8% |
| Participant deferral / active EE | $1,418 | $7,801-81.8% | $7,448-81.0% | $6,401-77.8% |
| Admin fee / account holder | $675 | $11,570-94.2% | $10,009-93.3% | $11,431-94.1% |