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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 | $51,912 | $138,075-62.4% | $123,552-58.0% | $135,379-61.7% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -3.15% | 153.70%-156.8pp | 119.20%-122.4pp | 519.79%-522.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,378 | $6,800-79.7% | $6,426-78.5% | $5,609-75.4% |
| Admin fee / account holder | $772 | $10,917-92.9% | $9,285-91.7% | $10,828-92.9% |