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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 | $180,462-83.6% | $154,111-80.8% | $135,379-78.2% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -0.28% | 888.17%-888.5pp | 735.18%-735.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $3,928 | $6,036-34.9% | $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 | $16,145+3440.0% | $13,411+4161.6% | $10,828+5178.3% |