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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 | $90,116 | $138,102-34.7% | $125,381-28.1% | $134,532-33.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -1.29% | 750.73%-752.0pp | 572.31%-573.6pp | 418.27%-419.6pp |
| Employer contribution / active EE | $1,209 | $5,245-77.0% | $4,815-74.9% | $4,741-74.5% |
| Participant deferral / active EE | $1,800 | $7,801-76.9% | $7,448-75.8% | $6,401-71.9% |
| Admin fee / account holder | $456,807 | $11,568+3848.9% | $10,007+4464.8% | $11,429+3897.1% |