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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 | $72,565 | $160,059-54.7% | $140,019-48.2% | $135,382-46.4% |
| Participation rate | 68.8% | 88.5%-19.8pp | 87.5%-18.7pp | 82.6%-13.9pp |
| Annual return | -6.31% | 911.44%-917.8pp | 651.15%-657.5pp | 519.77%-526.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,486 | $7,641-67.5% | $6,927-64.1% | $5,609-55.7% |
| Admin fee / account holder | $9,812 | $13,328-26.4% | $10,705-8.3% | $10,829-9.4% |