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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 | $26,221 | $138,102-81.0% | $125,381-79.1% | $134,532-80.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.72% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,104 | $5,245-78.9% | $4,815-77.1% | $4,741-76.7% |
| Participant deferral / active EE | $1,521 | $7,801-80.5% | $7,448-79.6% | $6,401-76.2% |
| Admin fee / account holder | $511 | $11,568-95.6% | $10,007-94.9% | $11,429-95.5% |