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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 | $51,618 | $180,459-71.4% | $154,108-66.5% | $135,380-61.9% |
| Participation rate | 60.9% | 87.4%-26.6pp | 83.0%-22.2pp | 82.6%-21.8pp |
| Annual return | -3.13% | 888.21%-891.3pp | 735.21%-738.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,032 | $5,806-82.2% | $5,081-79.7% | $5,609-81.6% |
| Admin fee / account holder | $586 | $16,145-96.4% | $13,411-95.6% | $10,828-94.6% |