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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 | $119,886 | $138,114-13.2% | $125,391-4.4% | $134,545-10.9% |
| Participation rate | 52.9% | 84.5%-31.6pp | 82.4%-29.4pp | 81.2%-28.3pp |
| Annual return | -18.78% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,061 | $7,801-86.4% | $7,448-85.8% | $6,401-83.4% |
| Admin fee / account holder | $29,045 | $11,570+151.0% | $10,009+190.2% | $11,431+154.1% |