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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 | $16,012 | $190,862-91.6% | $159,991-90.0% | $134,509-88.1% |
| Participation rate | 68.8% | 82.0%-13.2pp | 78.0%-9.2pp | 81.2%-12.5pp |
| Annual return | -16.54% | 552.59%-569.1pp | 408.82%-425.4pp | 418.13%-434.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,024 | $6,924-85.2% | $6,183-83.4% | $6,400-84.0% |
| Admin fee / account holder | $601 | $10,495-94.3% | $8,715-93.1% | $11,427-94.7% |