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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 | $16,931 | $138,102-87.7% | $125,381-86.5% | $134,532-87.4% |
| Participation rate | 37.5% | 84.5%-47.0pp | 82.4%-44.9pp | 81.2%-43.7pp |
| Annual return | -11.56% | 750.73%-762.3pp | 572.31%-583.9pp | 418.27%-429.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $293 | $7,801-96.3% | $7,448-96.1% | $6,401-95.4% |
| Admin fee / account holder | $9,469 | $11,568-18.1% | $10,007-5.4% | $11,429-17.1% |