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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 | $25,385 | $138,076-81.6% | $123,553-79.5% | $135,380-81.2% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -6.44% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,629 | $6,800-76.0% | $6,426-74.7% | $5,609-71.0% |
| Admin fee / account holder | $7,106 | $10,917-34.9% | $9,284-23.5% | $10,828-34.4% |