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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 | $54,549 | $160,059-65.9% | $140,019-61.0% | $135,380-59.7% |
| Participation rate | 25.0% | 88.5%-63.5pp | 87.5%-62.5pp | 82.6%-57.6pp |
| Annual return | -6.37% | 911.48%-917.8pp | 651.17%-657.5pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,170 | $7,641-84.7% | $6,927-83.1% | $5,609-79.1% |
| Admin fee / account holder | $670 | $13,328-95.0% | $10,705-93.7% | $10,828-93.8% |