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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 | $20,439 | $138,078-85.2% | $125,363-83.7% | $134,509-84.8% |
| Participation rate | 25.0% | 84.5%-59.5pp | 82.4%-57.4pp | 81.2%-56.2pp |
| Annual return | -11.17% | 750.49%-761.7pp | 572.15%-583.3pp | 418.13%-429.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,102 | $7,800-73.1% | $7,447-71.8% | $6,400-67.2% |
| Admin fee / account holder | $25,853 | $11,566+123.5% | $10,005+158.4% | $11,427+126.3% |