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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 | $74,918 | $160,059-53.2% | $140,019-46.5% | $135,379-44.7% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.5%-34.2pp | 82.6%-29.3pp |
| Annual return | -4.95% | 911.44%-916.4pp | 651.15%-656.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,115 | $7,641-72.3% | $6,927-69.5% | $5,609-62.3% |
| Admin fee / account holder | $613 | $13,328-95.4% | $10,705-94.3% | $10,828-94.3% |