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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 | $46,527 | $138,075-66.3% | $123,552-62.3% | $135,379-65.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -1.35% | 153.70%-155.1pp | 119.20%-120.6pp | 519.79%-521.1pp |
| Employer contribution / active EE | $1,023 | $5,152-80.1% | $4,628-77.9% | $4,779-78.6% |
| Participant deferral / active EE | $1,810 | $6,800-73.4% | $6,426-71.8% | $5,609-67.7% |
| Admin fee / account holder | $11,532 | $10,917+5.6% | $9,285+24.2% | $10,828+6.5% |