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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 | $45,409 | $180,462-74.8% | $154,111-70.5% | $135,379-66.5% |
| Participation rate | 31.3% | 87.4%-56.2pp | 83.0%-51.8pp | 82.6%-51.4pp |
| Annual return | -5.27% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.1pp |
| Employer contribution / active EE | $0 | $6,036-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $999 | $5,806-82.8% | $5,081-80.3% | $5,609-82.2% |
| Admin fee / account holder | $7,660 | $16,145-52.6% | $13,411-42.9% | $10,828-29.3% |