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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 | $14,849 | $138,078-89.2% | $125,363-88.2% | $134,509-89.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -19.96% | 750.49%-770.4pp | 572.15%-592.1pp | 418.13%-438.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,862 | $7,800-76.1% | $7,447-75.0% | $6,400-70.9% |
| Admin fee / account holder | $1,643 | $11,566-85.8% | $10,005-83.6% | $11,427-85.6% |