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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 | $64,401 | $138,075-53.4% | $123,552-47.9% | $135,379-52.4% |
| Participation rate | 12.5% | 84.7%-72.2pp | 82.3%-69.8pp | 82.6%-70.1pp |
| Annual return | -2.89% | 153.70%-156.6pp | 119.20%-122.1pp | 519.79%-522.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $392 | $6,800-94.2% | $6,426-93.9% | $5,609-93.0% |
| Admin fee / account holder | $52,575 | $10,917+381.6% | $9,285+466.3% | $10,828+385.6% |