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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 | $22,485 | $138,075-83.7% | $123,552-81.8% | $135,379-83.4% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -8.53% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $1,174 | $5,152-77.2% | $4,628-74.6% | $4,779-75.4% |
| Participant deferral / active EE | $1,585 | $6,800-76.7% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $1,624 | $10,917-85.1% | $9,285-82.5% | $10,828-85.0% |