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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 | $37,095 | $138,102-73.1% | $125,381-70.4% | $134,532-72.4% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -14.80% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.1pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,252 | $7,801-83.9% | $7,448-83.2% | $6,401-80.4% |
| Admin fee / account holder | $1,373 | $11,568-88.1% | $10,007-86.3% | $11,429-88.0% |