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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 | $81,109 | $99,668-18.6% | $86,451-6.2% | $134,545-39.7% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -19.13% | 6789.61%-6808.7pp | 4398.51%-4417.6pp | 418.37%-437.5pp |
| Employer contribution / active EE | $875 | $4,403-80.1% | $3,770-76.8% | $4,742-81.6% |
| Participant deferral / active EE | $1,750 | $7,249-75.9% | $6,953-74.8% | $6,401-72.7% |
| Admin fee / account holder | $882 | $8,377-89.5% | $6,734-86.9% | $11,431-92.3% |