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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 | $165,775 | $138,102+20.0% | $125,381+32.2% | $134,532+23.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -17.27% | 750.73%-768.0pp | 572.31%-589.6pp | 418.27%-435.5pp |
| Employer contribution / active EE | $11,910 | $5,245+127.0% | $4,815+147.3% | $4,741+151.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,238 | $11,568-20.1% | $10,007-7.7% | $11,429-19.2% |