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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 | $65,229 | $160,059-59.2% | $140,019-53.4% | $135,382-51.8% |
| Participation rate | 45.0% | 88.5%-43.5pp | 87.5%-42.5pp | 82.6%-37.6pp |
| Annual return | -1.90% | 911.44%-913.3pp | 651.15%-653.0pp | 519.77%-521.7pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,883 | $7,641-75.4% | $6,927-72.8% | $5,609-66.4% |
| Admin fee / account holder | $11,043 | $13,328-17.1% | $10,705+3.2% | $10,829+2.0% |