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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 | $62,892 | $138,114-54.5% | $125,391-49.8% | $134,545-53.3% |
| Participation rate | 29.4% | 84.5%-55.1pp | 82.4%-53.0pp | 81.2%-51.8pp |
| Annual return | -19.29% | 750.88%-770.2pp | 572.41%-591.7pp | 418.37%-437.7pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,591 | $7,801-79.6% | $7,448-78.6% | $6,401-75.2% |
| Admin fee / account holder | $7,627 | $11,570-34.1% | $10,009-23.8% | $11,431-33.3% |