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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 | $148,132 | $92,684+59.8% | $82,706+79.1% | $134,509+10.1% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -11.97% | 945.84%-957.8pp | 701.76%-713.7pp | 418.13%-430.1pp |
| Employer contribution / active EE | $2,247 | $3,272-31.3% | $3,007-25.3% | $4,741-52.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $833 | $5,982-86.1% | $5,329-84.4% | $11,427-92.7% |