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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 | $104,349 | $138,076-24.4% | $123,553-15.5% | $135,380-22.9% |
| Participation rate | 40.0% | 84.7%-44.7pp | 82.3%-42.3pp | 82.6%-42.6pp |
| Annual return | -3.77% | 153.70%-157.5pp | 119.21%-123.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $915 | $6,800-86.5% | $6,426-85.8% | $5,609-83.7% |
| Admin fee / account holder | $31,579 | $10,917+189.3% | $9,284+240.1% | $10,828+191.6% |