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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 | $169,039 | $138,114+22.4% | $125,391+34.8% | $134,545+25.6% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -16.17% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,528 | $7,801-67.6% | $7,448-66.1% | $6,401-60.5% |
| Admin fee / account holder | $12,296 | $11,570+6.3% | $10,009+22.9% | $11,431+7.6% |