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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 | $65,707 | $160,059-58.9% | $140,019-53.1% | $135,380-51.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.37% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.2pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,839 | $7,641-75.9% | $6,927-73.5% | $5,609-67.2% |
| Admin fee / account holder | $26,120 | $13,328+96.0% | $10,705+144.0% | $10,828+141.2% |