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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 | $66,095 | $107,368-38.4% | $92,915-28.9% | $152,909-56.8% |
| Participation rate | 65.0% | 79.8%-14.8pp | 76.0%-11.0pp | 82.5%-17.5pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $583 | $4,848-88.0% | $4,238-86.2% | $5,851-90.0% |
| Admin fee / account holder | $505 | $7,082-92.9% | $5,796-91.3% | $11,601-95.6% |