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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 | $64,001 | $138,102-53.7% | $125,381-49.0% | $134,532-52.4% |
| Participation rate | 38.9% | 84.5%-45.6pp | 82.4%-43.5pp | 81.2%-42.3pp |
| Annual return | -20.19% | 750.73%-770.9pp | 572.31%-592.5pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,402 | $7,801-69.2% | $7,448-67.8% | $6,401-62.5% |
| Admin fee / account holder | $1,619 | $11,568-86.0% | $10,007-83.8% | $11,429-85.8% |