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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 | $41,974 | $138,075-69.6% | $123,552-66.0% | $135,379-69.0% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -8.83% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $2,158 | $5,152-58.1% | $4,628-53.4% | $4,779-54.8% |
| Participant deferral / active EE | $13 | $6,800-99.8% | $6,426-99.8% | $5,609-99.8% |
| Admin fee / account holder | $1,017 | $10,917-90.7% | $9,285-89.1% | $10,828-90.6% |