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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 | $21,700 | $190,879-88.6% | $160,009-86.4% | $134,532-83.9% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | -13.15% | 552.63%-565.8pp | 408.85%-422.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,297 | $6,924-81.3% | $6,183-79.0% | $6,401-79.7% |
| Admin fee / account holder | $3,856 | $10,495-63.3% | $8,715-55.7% | $11,429-66.3% |