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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 | $52,229 | $138,102-62.2% | $125,381-58.3% | $134,532-61.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -9.21% | 750.73%-759.9pp | 572.31%-581.5pp | 418.27%-427.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $256 | $7,801-96.7% | $7,448-96.6% | $6,401-96.0% |
| Admin fee / account holder | $32,486 | $11,568+180.8% | $10,007+224.6% | $11,429+184.3% |