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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 | $56,163 | $138,102-59.3% | $125,381-55.2% | $134,532-58.3% |
| Participation rate | 45.8% | 84.5%-38.7pp | 82.4%-36.5pp | 81.2%-35.4pp |
| Annual return | -4.30% | 750.73%-755.0pp | 572.31%-576.6pp | 418.27%-422.6pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,498 | $7,801-80.8% | $7,448-79.9% | $6,401-76.6% |
| Admin fee / account holder | $8,709 | $11,568-24.7% | $10,007-13.0% | $11,429-23.8% |