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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 | $150,213 | $106,551+41.0% | $91,225+64.7% | $134,532+11.7% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -19.64% | 160.78%-180.4pp | 114.12%-133.8pp | 418.27%-437.9pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,851-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $433 | $4,718-90.8% | $4,233-89.8% | $6,401-93.2% |
| Admin fee / account holder | $3,481 | $6,234-44.2% | $5,422-35.8% | $11,429-69.5% |