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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 | $85,534 | $97,732-12.5% | $83,831+2.0% | $135,380-36.8% |
| Participation rate | 31.3% | 80.0%-48.7pp | 76.1%-44.9pp | 82.6%-51.4pp |
| Annual return | -4.07% | 1287.56%-1291.6pp | 850.99%-855.1pp | 519.81%-523.9pp |
| Employer contribution / active EE | $7,458 | $4,222+76.7% | $3,631+105.4% | $4,779+56.1% |
| Participant deferral / active EE | $319 | $4,683-93.2% | $4,082-92.2% | $5,609-94.3% |
| Admin fee / account holder | $2,342 | $6,675-64.9% | $5,479-57.2% | $10,828-78.4% |