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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 | $123,043 | $138,102-10.9% | $125,381-1.9% | $134,532-8.5% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -13.14% | 750.73%-763.9pp | 572.31%-585.4pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,845 | $7,801-76.3% | $7,448-75.2% | $6,401-71.2% |
| Admin fee / account holder | $12,643 | $11,568+9.3% | $10,007+26.3% | $11,429+10.6% |