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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 | $56,662 | $138,102-59.0% | $125,381-54.8% | $134,532-57.9% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -17.02% | 750.73%-767.7pp | 572.31%-589.3pp | 418.27%-435.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $589 | $7,801-92.5% | $7,448-92.1% | $6,401-90.8% |
| Admin fee / account holder | $6,433 | $11,568-44.4% | $10,007-35.7% | $11,429-43.7% |