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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 | $172,943 | $180,459-4.2% | $154,108+12.2% | $135,380+27.7% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.75% | 888.21%-894.0pp | 735.21%-741.0pp | 519.81%-525.6pp |
| Employer contribution / active EE | $12,278 | $6,035+103.4% | $5,298+131.8% | $4,779+156.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $81,901 | $16,145+407.3% | $13,411+510.7% | $10,828+656.4% |