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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 | $33,048 | $138,114-76.1% | $125,391-73.6% | $134,545-75.4% |
| Participation rate | 38.1% | 84.5%-46.4pp | 82.4%-44.3pp | 81.2%-43.1pp |
| Annual return | -11.46% | 750.88%-762.3pp | 572.41%-583.9pp | 418.37%-429.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,518 | $7,801-80.5% | $7,448-79.6% | $6,401-76.3% |
| Admin fee / account holder | $433 | $11,570-96.3% | $10,009-95.7% | $11,431-96.2% |