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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 | $45,453 | $138,102-67.1% | $125,381-63.7% | $134,532-66.2% |
| Participation rate | 20.0% | 84.5%-64.5pp | 82.4%-62.4pp | 81.2%-61.2pp |
| Annual return | -15.26% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $712 | $7,801-90.9% | $7,448-90.4% | $6,401-88.9% |
| Admin fee / account holder | $21,028 | $11,568+81.8% | $10,007+110.1% | $11,429+84.0% |