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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 | $91,998 | $138,114-33.4% | $125,391-26.6% | $134,545-31.6% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -18.64% | 750.88%-769.5pp | 572.41%-591.1pp | 418.37%-437.0pp |
| Employer contribution / active EE | $1,909 | $5,246-63.6% | $4,816-60.4% | $4,742-59.7% |
| Participant deferral / active EE | $1,909 | $7,801-75.5% | $7,448-74.4% | $6,401-70.2% |
| Admin fee / account holder | $111,790 | $11,570+866.2% | $10,009+1016.9% | $11,431+878.0% |