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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 | $123,473 | $95,975+28.7% | $74,549+65.6% | $135,379-8.8% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -5.04% | 56.96%-62.0pp | 32.53%-37.6pp | 519.79%-524.8pp |
| Employer contribution / active EE | $25,000 | $2,716+820.4% | $1,961+1174.9% | $4,779+423.1% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $976 | $6,522-85.0% | $5,059-80.7% | $10,828-91.0% |