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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 | $128,667 | $180,462-28.7% | $154,111-16.5% | $135,379-5.0% |
| Participation rate | 36.4% | 87.4%-51.1pp | 83.0%-46.7pp | 82.6%-46.3pp |
| Annual return | -8.44% | 888.17%-896.6pp | 735.18%-743.6pp | 519.79%-528.2pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $868 | $5,806-85.0% | $5,081-82.9% | $5,609-84.5% |
| Admin fee / account holder | $2,003 | $16,145-87.6% | $13,411-85.1% | $10,828-81.5% |