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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 | $132,218 | $138,075-4.2% | $123,552+7.0% | $135,379-2.3% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -8.46% | 153.70%-162.2pp | 119.20%-127.7pp | 519.79%-528.2pp |
| Employer contribution / active EE | $2,924 | $5,152-43.2% | $4,628-36.8% | $4,779-38.8% |
| Participant deferral / active EE | $1,463 | $6,800-78.5% | $6,426-77.2% | $5,609-73.9% |
| Admin fee / account holder | $968 | $10,917-91.1% | $9,285-89.6% | $10,828-91.1% |