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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 | $62,976 | $160,059-60.7% | $140,019-55.0% | $135,379-53.5% |
| Participation rate | 18.8% | 88.5%-69.8pp | 87.5%-68.7pp | 82.6%-63.9pp |
| Annual return | -5.68% | 911.44%-917.1pp | 651.15%-656.8pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,936 | $7,641-74.7% | $6,927-72.1% | $5,609-65.5% |
| Admin fee / account holder | $24,607 | $13,328+84.6% | $10,705+129.9% | $10,828+127.3% |