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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 | $38,229 | $160,059-76.1% | $140,019-72.7% | $135,382-71.8% |
| Participation rate | 35.3% | 88.5%-53.2pp | 87.5%-52.2pp | 82.6%-47.3pp |
| Annual return | -3.57% | 911.44%-915.0pp | 651.15%-654.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $555 | $7,641-92.7% | $6,927-92.0% | $5,609-90.1% |
| Admin fee / account holder | $10,038 | $13,328-24.7% | $10,705-6.2% | $10,829-7.3% |