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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 | $53,386 | $138,075-61.3% | $123,552-56.8% | $135,379-60.6% |
| Participation rate | 34.8% | 84.7%-50.0pp | 82.3%-47.5pp | 82.6%-47.9pp |
| Annual return | 0.00% | 153.70%-153.7pp | 119.20%-119.2pp | 519.79%-519.8pp |
| Employer contribution / active EE | $1,390 | $5,152-73.0% | $4,628-70.0% | $4,779-70.9% |
| Participant deferral / active EE | $1,906 | $6,800-72.0% | $6,426-70.3% | $5,609-66.0% |
| Admin fee / account holder | $414 | $10,917-96.2% | $9,285-95.5% | $10,828-96.2% |