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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 | $231,377 | $138,114+67.5% | $125,391+84.5% | $134,545+72.0% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -12.78% | 750.88%-763.7pp | 572.41%-585.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,010 | $7,801-74.2% | $7,448-73.0% | $6,401-68.6% |
| Admin fee / account holder | $108,530 | $11,570+838.0% | $10,009+984.4% | $11,431+849.5% |