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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 | $80,561 | $138,102-41.7% | $125,381-35.7% | $134,532-40.1% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.14% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.4pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $18 | $7,801-99.8% | $7,448-99.8% | $6,401-99.7% |
| Admin fee / account holder | $94,916 | $11,568+720.5% | $10,007+848.5% | $11,429+730.5% |