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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 | $193,405 | $90,606+113.5% | $79,466+143.4% | $135,379+42.9% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -4.87% | 977.69%-982.6pp | 718.28%-723.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $6,194 | $3,068+101.9% | $2,800+121.2% | $4,779+29.6% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,070 | $5,895-31.0% | $5,104-20.3% | $10,828-62.4% |