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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 | $58,308 | $138,075-57.8% | $123,552-52.8% | $135,379-56.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -8.27% | 153.70%-162.0pp | 119.20%-127.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $1,669 | $5,152-67.6% | $4,628-63.9% | $4,779-65.1% |
| Participant deferral / active EE | $2,115 | $6,800-68.9% | $6,426-67.1% | $5,609-62.3% |
| Admin fee / account holder | $317 | $10,917-97.1% | $9,285-96.6% | $10,828-97.1% |