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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 | $18,572 | $138,114-86.6% | $125,391-85.2% | $134,545-86.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -14.86% | 750.88%-765.7pp | 572.41%-587.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,334 | $5,246-74.6% | $4,816-72.3% | $4,742-71.9% |
| Participant deferral / active EE | $1,666 | $7,801-78.6% | $7,448-77.6% | $6,401-74.0% |
| Admin fee / account holder | $9,304 | $11,570-19.6% | $10,009-7.0% | $11,431-18.6% |