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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 | $209,293 | $138,114+51.5% | $125,391+66.9% | $134,545+55.6% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -10.90% | 750.88%-761.8pp | 572.41%-583.3pp | 418.37%-429.3pp |
| Employer contribution / active EE | $1,267 | $5,246-75.9% | $4,816-73.7% | $4,742-73.3% |
| Participant deferral / active EE | $2,104 | $7,801-73.0% | $7,448-71.8% | $6,401-67.1% |
| Admin fee / account holder | $61,427 | $11,570+430.9% | $10,009+513.7% | $11,431+437.4% |