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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 | $33,576 | $138,078-75.7% | $125,363-73.2% | $134,509-75.0% |
| Participation rate | 21.7% | 84.5%-62.8pp | 82.4%-60.6pp | 81.2%-59.5pp |
| Annual return | -17.52% | 750.49%-768.0pp | 572.15%-589.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,332 | $7,800-70.1% | $7,447-68.7% | $6,400-63.6% |
| Admin fee / account holder | $684 | $11,566-94.1% | $10,005-93.2% | $11,427-94.0% |