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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 | $52,806 | $180,459-70.7% | $154,108-65.7% | $135,380-61.0% |
| Participation rate | 27.8% | 87.4%-59.6pp | 83.0%-55.3pp | 82.6%-54.9pp |
| Annual return | -4.66% | 888.21%-892.9pp | 735.21%-739.9pp | 519.81%-524.5pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $287 | $5,806-95.1% | $5,081-94.4% | $5,609-94.9% |
| Admin fee / account holder | $23,972 | $16,145+48.5% | $13,411+78.7% | $10,828+121.4% |