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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 | $57,726 | $138,078-58.2% | $125,363-54.0% | $134,509-57.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.52% | 750.49%-766.0pp | 572.15%-587.7pp | 418.13%-433.7pp |
| Employer contribution / active EE | $2,184 | $5,245-58.4% | $4,815-54.6% | $4,741-53.9% |
| Participant deferral / active EE | $2,240 | $7,800-71.3% | $7,447-69.9% | $6,400-65.0% |
| Admin fee / account holder | $990 | $11,566-91.4% | $10,005-90.1% | $11,427-91.3% |