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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 | $83,482 | $138,078-39.5% | $125,363-33.4% | $134,509-37.9% |
| Participation rate | 27.3% | 84.5%-57.2pp | 82.4%-55.1pp | 81.2%-54.0pp |
| Annual return | -12.75% | 750.49%-763.2pp | 572.15%-584.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $858 | $7,800-89.0% | $7,447-88.5% | $6,400-86.6% |
| Admin fee / account holder | $11,867 | $11,566+2.6% | $10,005+18.6% | $11,427+3.9% |