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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 | $39,942 | $138,075-71.1% | $123,552-67.7% | $135,379-70.5% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -2.99% | 153.70%-156.7pp | 119.20%-122.2pp | 519.79%-522.8pp |
| Employer contribution / active EE | $3,814 | $5,152-26.0% | $4,628-17.6% | $4,779-20.2% |
| Participant deferral / active EE | $1,505 | $6,800-77.9% | $6,426-76.6% | $5,609-73.2% |
| Admin fee / account holder | $36,496 | $10,917+234.3% | $9,285+293.1% | $10,828+237.1% |