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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 | $42,128 | $190,916-77.9% | $160,037-73.7% | $134,545-68.7% |
| Participation rate | 55.6% | 82.0%-26.4pp | 78.0%-22.4pp | 81.2%-25.7pp |
| Annual return | -16.47% | 552.79%-569.3pp | 408.95%-425.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $941 | $4,996-81.2% | $4,226-77.7% | $4,742-80.2% |
| Participant deferral / active EE | $1,220 | $6,925-82.4% | $6,184-80.3% | $6,401-80.9% |
| Admin fee / account holder | $7,673 | $10,497-26.9% | $8,716-12.0% | $11,431-32.9% |