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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 | $33,328 | $135,645-75.4% | $110,243-69.8% | $135,379-75.4% |
| Participation rate | 40.9% | 83.5%-42.6pp | 79.8%-38.9pp | 82.6%-41.7pp |
| Annual return | -5.04% | 513.24%-518.3pp | 314.76%-319.8pp | 519.79%-524.8pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,301 | $5,507-76.4% | $4,672-72.2% | $5,609-76.8% |
| Admin fee / account holder | $2,547 | $11,458-77.8% | $8,548-70.2% | $10,828-76.5% |