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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 | $41,907 | $138,075-69.6% | $123,552-66.1% | $135,379-69.0% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.74% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $1,313 | $5,152-74.5% | $4,628-71.6% | $4,779-72.5% |
| Participant deferral / active EE | $1,954 | $6,800-71.3% | $6,426-69.6% | $5,609-65.2% |
| Admin fee / account holder | $10,837 | $10,917-0.7% | $9,285+16.7% | $10,828+0.1% |