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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 | $20,840 | $138,102-84.9% | $125,381-83.4% | $134,532-84.5% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -20.68% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $1,395 | $5,245-73.4% | $4,815-71.0% | $4,741-70.6% |
| Participant deferral / active EE | $1,569 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $772 | $11,568-93.3% | $10,007-92.3% | $11,429-93.2% |