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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 | $110,782 | $138,076-19.8% | $123,553-10.3% | $135,380-18.2% |
| Participation rate | 44.4% | 84.7%-40.3pp | 82.3%-37.9pp | 82.6%-38.2pp |
| Annual return | -3.12% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $769 | $6,800-88.7% | $6,426-88.0% | $5,609-86.3% |
| Admin fee / account holder | $46,387 | $10,917+324.9% | $9,284+399.6% | $10,828+328.4% |