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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 | $47,506 | $160,059-70.3% | $140,019-66.1% | $135,380-64.9% |
| Participation rate | 68.4% | 88.5%-20.1pp | 87.5%-19.1pp | 82.6%-14.2pp |
| Annual return | -8.19% | 911.48%-919.7pp | 651.17%-659.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,688 | $7,641-77.9% | $6,927-75.6% | $5,609-69.9% |
| Admin fee / account holder | $7,308 | $13,328-45.2% | $10,705-31.7% | $10,828-32.5% |