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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 | $23,324 | $138,075-83.1% | $123,552-81.1% | $135,379-82.8% |
| Participation rate | 35.0% | 84.7%-49.7pp | 82.3%-47.3pp | 82.6%-47.6pp |
| Annual return | -6.51% | 153.70%-160.2pp | 119.20%-125.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,043 | $6,800-84.7% | $6,426-83.8% | $5,609-81.4% |
| Admin fee / account holder | $5,236 | $10,917-52.0% | $9,285-43.6% | $10,828-51.6% |