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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 | $18,312 | $138,078-86.7% | $125,363-85.4% | $134,509-86.4% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -11.02% | 750.49%-761.5pp | 572.15%-583.2pp | 418.13%-429.2pp |
| Employer contribution / active EE | $974 | $5,245-81.4% | $4,815-79.8% | $4,741-79.4% |
| Participant deferral / active EE | $1,334 | $7,800-82.9% | $7,447-82.1% | $6,400-79.2% |
| Admin fee / account holder | $539 | $11,566-95.3% | $10,005-94.6% | $11,427-95.3% |