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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 | $140,949 | $92,766+51.9% | $82,763+70.3% | $134,545+4.8% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -16.56% | 946.97%-963.5pp | 702.45%-719.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $438 | $4,802-90.9% | $4,395-90.0% | $6,401-93.2% |
| Admin fee / account holder | $1,900 | $5,978-68.2% | $5,325-64.3% | $11,431-83.4% |