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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 | $74,138 | $138,072-46.3% | $123,549-40.0% | $135,382-45.2% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -4.46% | 153.69%-158.2pp | 119.20%-123.7pp | 519.77%-524.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $200 | $6,799-97.1% | $6,426-96.9% | $5,609-96.4% |
| Admin fee / account holder | $644 | $10,917-94.1% | $9,284-93.1% | $10,829-94.1% |