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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 | $17,580 | $190,862-90.8% | $159,991-89.0% | $134,509-86.9% |
| Participation rate | 35.3% | 82.0%-46.7pp | 78.0%-42.7pp | 81.2%-45.9pp |
| Annual return | -2.71% | 552.59%-555.3pp | 408.82%-411.5pp | 418.13%-420.8pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $740 | $6,924-89.3% | $6,183-88.0% | $6,400-88.4% |
| Admin fee / account holder | $1,649 | $10,495-84.3% | $8,715-81.1% | $11,427-85.6% |