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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 | $88,505 | $138,102-35.9% | $125,381-29.4% | $134,532-34.2% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -20.03% | 750.73%-770.8pp | 572.31%-592.3pp | 418.27%-438.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,570 | $7,801-79.9% | $7,448-78.9% | $6,401-75.5% |
| Admin fee / account holder | $407 | $11,568-96.5% | $10,007-95.9% | $11,429-96.4% |