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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 | $29,564 | $180,466-83.6% | $154,114-80.8% | $135,382-78.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.28% | 888.15%-888.4pp | 735.16%-735.4pp | 519.77%-520.1pp |
| Employer contribution / active EE | $3,928 | $6,035-34.9% | $5,298-25.9% | $4,779-17.8% |
| Participant deferral / active EE | $832 | $5,806-85.7% | $5,081-83.6% | $5,609-85.2% |
| Admin fee / account holder | $571,527 | $16,144+3440.1% | $13,411+4161.7% | $10,829+5178.0% |