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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 | $71,464 | $138,078-48.2% | $125,363-43.0% | $134,509-46.9% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -16.29% | 750.49%-766.8pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $2,039 | $5,245-61.1% | $4,815-57.7% | $4,741-57.0% |
| Participant deferral / active EE | $2,532 | $7,800-67.5% | $7,447-66.0% | $6,400-60.4% |
| Admin fee / account holder | $370 | $11,566-96.8% | $10,005-96.3% | $11,427-96.8% |