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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 | $154,087 | $160,059-3.7% | $140,019+10.0% | $135,380+13.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | -4.65% | 911.48%-916.1pp | 651.17%-655.8pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,236 | $6,420-65.2% | $5,605-60.1% | $4,779-53.2% |
| Participant deferral / active EE | $2,236 | $7,641-70.7% | $6,927-67.7% | $5,609-60.1% |
| Admin fee / account holder | $21,950 | $13,328+64.7% | $10,705+105.0% | $10,828+102.7% |