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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 | $32,532 | $97,732-66.7% | $83,831-61.2% | $135,380-76.0% |
| Participation rate | 63.6% | 80.0%-16.3pp | 76.1%-12.5pp | 82.6%-19.0pp |
| Annual return | -7.29% | 1287.56%-1294.8pp | 850.99%-858.3pp | 519.81%-527.1pp |
| Employer contribution / active EE | $1,703 | $4,222-59.7% | $3,631-53.1% | $4,779-64.4% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,852 | $6,675-72.3% | $5,479-66.2% | $10,828-82.9% |