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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 | $124,194 | $167,522-25.9% | $151,639-18.1% | $134,532-7.7% |
| Participation rate | 11.1% | 88.4%-77.3pp | 87.5%-76.4pp | 81.2%-70.1pp |
| Annual return | -20.26% | 7.81%-28.1pp | 3.34%-23.6pp | 418.27%-438.5pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,333 | $8,986-74.0% | $8,363-72.1% | $6,401-63.5% |
| Admin fee / account holder | $350 | $13,780-97.5% | $11,613-97.0% | $11,429-96.9% |