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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 | $82,617 | $197,819-58.2% | $155,789-47.0% | $125,388-34.1% |
| Participation rate | 13.3% | 82.1%-68.8pp | 76.1%-62.8pp | 83.2%-69.9pp |
| Annual return | -1.99% | 86.73%-88.7pp | 71.54%-73.5pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $659 | $5,631-88.3% | $4,798-86.3% | $5,352-87.7% |
| Admin fee / account holder | $491 | $9,544-94.9% | $7,477-93.4% | $9,541-94.9% |