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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 | $137,304 | $160,059-14.2% | $140,019-1.9% | $135,379+1.4% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -3.94% | 911.44%-915.4pp | 651.15%-655.1pp | 519.79%-523.7pp |
| Employer contribution / active EE | $2,517 | $6,420-60.8% | $5,605-55.1% | $4,779-47.3% |
| Participant deferral / active EE | $1,876 | $7,641-75.5% | $6,927-72.9% | $5,609-66.6% |
| Admin fee / account holder | $16,473 | $13,328+23.6% | $10,705+53.9% | $10,828+52.1% |