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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 | $191,257 | $138,114+38.5% | $125,391+52.5% | $134,545+42.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -13.10% | 750.88%-764.0pp | 572.41%-585.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $6,500 | $5,246+23.9% | $4,816+35.0% | $4,742+37.1% |
| Participant deferral / active EE | $1,000 | $7,801-87.2% | $7,448-86.6% | $6,401-84.4% |
| Admin fee / account holder | $2,354 | $11,570-79.7% | $10,009-76.5% | $11,431-79.4% |