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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 | $47,223 | $138,075-65.8% | $123,552-61.8% | $135,379-65.1% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -4.13% | 153.70%-157.8pp | 119.20%-123.3pp | 519.79%-523.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,861 | $6,800-72.6% | $6,426-71.0% | $5,609-66.8% |
| Admin fee / account holder | $799 | $10,917-92.7% | $9,285-91.4% | $10,828-92.6% |