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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 | $40,803 | $138,102-70.5% | $125,381-67.5% | $134,532-69.7% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -19.77% | 750.73%-770.5pp | 572.31%-592.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $1,390 | $5,245-73.5% | $4,815-71.1% | $4,741-70.7% |
| Participant deferral / active EE | $1,985 | $7,801-74.5% | $7,448-73.3% | $6,401-69.0% |
| Admin fee / account holder | $329 | $11,568-97.2% | $10,007-96.7% | $11,429-97.1% |