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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 | $87,339 | $138,078-36.7% | $125,363-30.3% | $134,509-35.1% |
| Participation rate | 63.2% | 84.5%-21.3pp | 82.4%-19.2pp | 81.2%-18.1pp |
| Annual return | -16.66% | 750.49%-767.1pp | 572.15%-588.8pp | 418.13%-434.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,456 | $7,800-68.5% | $7,447-67.0% | $6,400-61.6% |
| Admin fee / account holder | $1,730 | $11,566-85.0% | $10,005-82.7% | $11,427-84.9% |