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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 | $10,044 | $92,684-89.2% | $82,706-87.9% | $134,509-92.5% |
| Participation rate | 18.8% | 75.2%-56.4pp | 72.6%-53.8pp | 81.2%-62.5pp |
| Annual return | -16.76% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $319 | $4,800-93.4% | $4,394-92.8% | $6,400-95.0% |
| Admin fee / account holder | $1,658 | $5,982-72.3% | $5,329-68.9% | $11,427-85.5% |