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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 | $81,273 | $160,059-49.2% | $140,019-42.0% | $135,380-40.0% |
| Participation rate | 40.9% | 88.5%-47.6pp | 87.5%-46.6pp | 82.6%-41.7pp |
| Annual return | -5.10% | 911.48%-916.6pp | 651.17%-656.3pp | 519.81%-524.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,487 | $7,641-80.5% | $6,927-78.5% | $5,609-73.5% |
| Admin fee / account holder | $5,546 | $13,328-58.4% | $10,705-48.2% | $10,828-48.8% |