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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 | $29,740 | $138,114-78.5% | $125,391-76.3% | $134,545-77.9% |
| Participation rate | 55.0% | 84.5%-29.5pp | 82.4%-27.4pp | 81.2%-26.2pp |
| Annual return | -16.43% | 750.88%-767.3pp | 572.41%-588.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,441 | $5,246-72.5% | $4,816-70.1% | $4,742-69.6% |
| Participant deferral / active EE | $1,928 | $7,801-75.3% | $7,448-74.1% | $6,401-69.9% |
| Admin fee / account holder | $629 | $11,570-94.6% | $10,009-93.7% | $11,431-94.5% |