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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 | $64,868 | $160,059-59.5% | $140,019-53.7% | $135,380-52.1% |
| Participation rate | 16.7% | 88.5%-71.9pp | 87.5%-70.8pp | 82.6%-66.0pp |
| Annual return | -6.52% | 911.48%-918.0pp | 651.17%-657.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,733 | $7,641-77.3% | $6,927-75.0% | $5,609-69.1% |
| Admin fee / account holder | $375 | $13,328-97.2% | $10,705-96.5% | $10,828-96.5% |