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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 | $89,616 | $138,075-35.1% | $123,552-27.5% | $135,379-33.8% |
| Participation rate | 17.4% | 84.7%-67.3pp | 82.3%-64.9pp | 82.6%-65.3pp |
| Annual return | -5.08% | 153.70%-158.8pp | 119.20%-124.3pp | 519.79%-524.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,183 | $6,800-67.9% | $6,426-66.0% | $5,609-61.1% |
| Admin fee / account holder | $59,792 | $10,917+447.7% | $9,285+544.0% | $10,828+452.2% |