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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 | $136,860 | $138,114-0.9% | $125,391+9.1% | $134,545+1.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -12.69% | 750.88%-763.6pp | 572.41%-585.1pp | 418.37%-431.1pp |
| Employer contribution / active EE | $1,595 | $5,246-69.6% | $4,816-66.9% | $4,742-66.4% |
| Participant deferral / active EE | $2,185 | $7,801-72.0% | $7,448-70.7% | $6,401-65.9% |
| Admin fee / account holder | $79,078 | $11,570+583.5% | $10,009+690.1% | $11,431+591.8% |