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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 | $79,714 | $190,916-58.2% | $160,037-50.2% | $134,545-40.8% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -15.12% | 552.79%-567.9pp | 408.95%-424.1pp | 418.37%-433.5pp |
| Employer contribution / active EE | $0 | $4,996-100.0% | $4,226-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $626 | $6,925-91.0% | $6,184-89.9% | $6,401-90.2% |
| Admin fee / account holder | $4,348 | $10,497-58.6% | $8,716-50.1% | $11,431-62.0% |