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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 | $118,820 | $138,114-14.0% | $125,391-5.2% | $134,545-11.7% |
| Participation rate | 68.8% | 84.5%-15.7pp | 82.4%-13.6pp | 81.2%-12.5pp |
| Annual return | -9.58% | 750.88%-760.5pp | 572.41%-582.0pp | 418.37%-427.9pp |
| Employer contribution / active EE | $1,478 | $5,246-71.8% | $4,816-69.3% | $4,742-68.8% |
| Participant deferral / active EE | $1,781 | $7,801-77.2% | $7,448-76.1% | $6,401-72.2% |
| Admin fee / account holder | $2,520 | $11,570-78.2% | $10,009-74.8% | $11,431-78.0% |