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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 | $234,611 | $92,684+153.1% | $82,706+183.7% | $134,509+74.4% |
| Participation rate | 20.0% | 75.2%-55.2pp | 72.6%-52.6pp | 81.2%-61.2pp |
| Annual return | -17.45% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $1,021 | $3,272-68.8% | $3,007-66.1% | $4,741-78.5% |
| Participant deferral / active EE | $793 | $4,800-83.5% | $4,394-81.9% | $6,400-87.6% |
| Admin fee / account holder | $2,620 | $5,982-56.2% | $5,329-50.8% | $11,427-77.1% |