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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 | $73,040 | $106,549-31.4% | $91,225-19.9% | $134,509-45.7% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.2%-34.7pp | 81.2%-42.8pp |
| Annual return | -17.03% | 160.73%-177.8pp | 114.10%-131.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $517 | $3,331-84.5% | $2,851-81.9% | $4,741-89.1% |
| Participant deferral / active EE | $601 | $4,719-87.3% | $4,234-85.8% | $6,400-90.6% |
| Admin fee / account holder | $1,435 | $6,234-77.0% | $5,422-73.5% | $11,427-87.4% |