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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 | $47,787 | $190,879-75.0% | $160,009-70.1% | $134,532-64.5% |
| Participation rate | 42.9% | 82.0%-39.1pp | 78.0%-35.1pp | 81.2%-38.4pp |
| Annual return | -16.15% | 552.63%-568.8pp | 408.85%-425.0pp | 418.27%-434.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $965 | $6,924-86.1% | $6,183-84.4% | $6,401-84.9% |
| Admin fee / account holder | $3,059 | $10,495-70.9% | $8,715-64.9% | $11,429-73.2% |