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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 | $40,250 | $138,075-70.8% | $123,552-67.4% | $135,379-70.3% |
| Participation rate | 60.0% | 84.7%-24.7pp | 82.3%-22.3pp | 82.6%-22.6pp |
| Annual return | -5.69% | 153.70%-159.4pp | 119.20%-124.9pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,701 | $6,800-75.0% | $6,426-73.5% | $5,609-69.7% |
| Admin fee / account holder | $4,579 | $10,917-58.1% | $9,285-50.7% | $10,828-57.7% |