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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 | $73,423 | $138,114-46.8% | $125,391-41.4% | $134,545-45.4% |
| Participation rate | 53.8% | 84.5%-30.7pp | 82.4%-28.5pp | 81.2%-27.4pp |
| Annual return | -10.62% | 750.88%-761.5pp | 572.41%-583.0pp | 418.37%-429.0pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,053 | $7,801-86.5% | $7,448-85.9% | $6,401-83.5% |
| Admin fee / account holder | $3,099 | $11,570-73.2% | $10,009-69.0% | $11,431-72.9% |