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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 | $25,438 | $138,102-81.6% | $125,381-79.7% | $134,532-81.1% |
| Participation rate | 30.0% | 84.5%-54.5pp | 82.4%-52.4pp | 81.2%-51.2pp |
| Annual return | -17.81% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $843 | $7,801-89.2% | $7,448-88.7% | $6,401-86.8% |
| Admin fee / account holder | $333 | $11,568-97.1% | $10,007-96.7% | $11,429-97.1% |