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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 | $83,567 | $138,102-39.5% | $125,381-33.3% | $134,532-37.9% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.26% | 750.73%-769.0pp | 572.31%-590.6pp | 418.27%-436.5pp |
| Employer contribution / active EE | $5,466 | $5,245+4.2% | $4,815+13.5% | $4,741+15.3% |
| Participant deferral / active EE | $1,600 | $7,801-79.5% | $7,448-78.5% | $6,401-75.0% |
| Admin fee / account holder | $855 | $11,568-92.6% | $10,007-91.5% | $11,429-92.5% |