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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 | $188,753 | $138,078+36.7% | $125,363+50.6% | $134,509+40.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.37% | 750.49%-768.9pp | 572.15%-590.5pp | 418.13%-436.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,643 | $7,800-78.9% | $7,447-77.9% | $6,400-74.3% |
| Admin fee / account holder | $5,562 | $11,566-51.9% | $10,005-44.4% | $11,427-51.3% |