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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 | $39,185 | $138,076-71.6% | $123,553-68.3% | $135,380-71.1% |
| Participation rate | 26.7% | 84.7%-58.1pp | 82.3%-55.6pp | 82.6%-56.0pp |
| Annual return | -4.39% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,587 | $6,800-76.7% | $6,426-75.3% | $5,609-71.7% |
| Admin fee / account holder | $28,977 | $10,917+165.4% | $9,284+212.1% | $10,828+167.6% |