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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 | $39,417 | $138,075-71.5% | $123,552-68.1% | $135,379-70.9% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -1.03% | 153.70%-154.7pp | 119.20%-120.2pp | 519.79%-520.8pp |
| Employer contribution / active EE | $1,177 | $5,152-77.1% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $1,611 | $6,800-76.3% | $6,426-74.9% | $5,609-71.3% |
| Admin fee / account holder | $598 | $10,917-94.5% | $9,285-93.6% | $10,828-94.5% |