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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 | $22,177 | $138,072-83.9% | $123,549-82.1% | $135,382-83.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -4.52% | 153.69%-158.2pp | 119.20%-123.7pp | 519.77%-524.3pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $800 | $6,799-88.2% | $6,426-87.6% | $5,609-85.7% |
| Admin fee / account holder | $9,743 | $10,917-10.8% | $9,284+4.9% | $10,829-10.0% |