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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 | $222,594 | $138,078+61.2% | $125,363+77.6% | $134,509+65.5% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.32% | 750.49%-764.8pp | 572.15%-586.5pp | 418.13%-432.5pp |
| Employer contribution / active EE | $11,976 | $5,245+128.3% | $4,815+148.7% | $4,741+152.6% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,626 | $11,566-68.7% | $10,005-63.8% | $11,427-68.3% |