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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 | $19,468 | $138,114-85.9% | $125,391-84.5% | $134,545-85.5% |
| Participation rate | 23.5% | 84.5%-61.0pp | 82.4%-58.9pp | 81.2%-57.7pp |
| Annual return | -13.83% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,538 | $7,801-67.5% | $7,448-65.9% | $6,401-60.4% |
| Admin fee / account holder | $7,784 | $11,570-32.7% | $10,009-22.2% | $11,431-31.9% |