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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 | $35,684 | $138,075-74.2% | $123,552-71.1% | $135,379-73.6% |
| Participation rate | 30.0% | 84.7%-54.7pp | 82.3%-52.3pp | 82.6%-52.6pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,134 | $6,800-68.6% | $6,426-66.8% | $5,609-62.0% |
| Admin fee / account holder | $8,102 | $10,917-25.8% | $9,285-12.7% | $10,828-25.2% |