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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 | $26,794 | $138,102-80.6% | $125,381-78.6% | $134,532-80.1% |
| Participation rate | 53.3% | 84.5%-31.2pp | 82.4%-29.0pp | 81.2%-27.9pp |
| Annual return | -16.94% | 750.73%-767.7pp | 572.31%-589.2pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,400 | $5,245-54.2% | $4,815-50.2% | $4,741-49.4% |
| Participant deferral / active EE | $2,500 | $7,801-67.9% | $7,448-66.4% | $6,401-60.9% |
| Admin fee / account holder | $3,164 | $11,568-72.7% | $10,007-68.4% | $11,429-72.3% |