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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 | $38,770 | $160,059-75.8% | $140,019-72.3% | $135,379-71.4% |
| Participation rate | 54.5% | 88.5%-34.0pp | 87.5%-33.0pp | 82.6%-28.1pp |
| Annual return | -5.68% | 911.44%-917.1pp | 651.15%-656.8pp | 519.79%-525.5pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,400 | $7,641-68.6% | $6,927-65.3% | $5,609-57.2% |
| Admin fee / account holder | $568 | $13,328-95.7% | $10,705-94.7% | $10,828-94.8% |