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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 | $67,687 | $58,320+16.1% | $86,451-21.7% | $66,949+1.1% |
| Participation rate | 53.6% | 78.6%-25.0pp | 80.3%-26.7pp | 69.8%-16.2pp |
| Annual return | -17.36% | -9.71%-7.6pp | 4398.51%-4415.9pp | 1.57%-18.9pp |
| Employer contribution / active EE | $1,803 | $2,615-31.0% | $3,770-52.2% | $2,545-29.1% |
| Participant deferral / active EE | $3,274 | $6,899-52.5% | $6,953-52.9% | $4,239-22.8% |
| Admin fee / account holder | $405 | $546-25.7% | $6,734-94.0% | $594-31.7% |