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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 | $80,096 | $138,075-42.0% | $123,552-35.2% | $135,379-40.8% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -5.76% | 153.70%-159.5pp | 119.20%-125.0pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,331 | $6,800-80.4% | $6,426-79.3% | $5,609-76.3% |
| Admin fee / account holder | $25,999 | $10,917+138.2% | $9,285+180.0% | $10,828+140.1% |