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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 | $33,411 | $138,114-75.8% | $125,391-73.4% | $134,545-75.2% |
| Participation rate | 58.8% | 84.5%-25.7pp | 82.4%-23.6pp | 81.2%-22.4pp |
| Annual return | -18.61% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,147 | $7,801-72.5% | $7,448-71.2% | $6,401-66.5% |
| Admin fee / account holder | $1,373 | $11,570-88.1% | $10,009-86.3% | $11,431-88.0% |