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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 | $61,368 | $138,075-55.6% | $123,552-50.3% | $135,379-54.7% |
| Participation rate | 45.5% | 84.7%-39.3pp | 82.3%-36.8pp | 82.6%-37.2pp |
| Annual return | -3.49% | 153.70%-157.2pp | 119.20%-122.7pp | 519.79%-523.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $205 | $6,800-97.0% | $6,426-96.8% | $5,609-96.3% |
| Admin fee / account holder | $933 | $10,917-91.5% | $9,285-90.0% | $10,828-91.4% |