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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 | $21,155 | $97,732-78.4% | $83,831-74.8% | $135,380-84.4% |
| Participation rate | 62.5% | 80.0%-17.5pp | 76.1%-13.6pp | 82.6%-20.1pp |
| Annual return | -7.95% | 1287.56%-1295.5pp | 850.99%-858.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,000 | $4,683-78.6% | $4,082-75.5% | $5,609-82.2% |
| Admin fee / account holder | $519 | $6,675-92.2% | $5,479-90.5% | $10,828-95.2% |