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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 | $36,993 | $160,059-76.9% | $140,019-73.6% | $135,381-72.7% |
| Participation rate | 61.1% | 88.5%-27.4pp | 87.5%-26.4pp | 82.6%-21.5pp |
| Annual return | -4.64% | 911.51%-916.1pp | 651.19%-655.8pp | 519.81%-524.4pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,244 | $7,641-70.6% | $6,927-67.6% | $5,609-60.0% |
| Admin fee / account holder | $6,735 | $13,328-49.5% | $10,705-37.1% | $10,828-37.8% |