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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 | $170,615 | $167,522+1.8% | $151,639+12.5% | $134,532+26.8% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -18.10% | 7.81%-25.9pp | 3.34%-21.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,152 | $8,986-76.1% | $8,363-74.3% | $6,401-66.4% |
| Admin fee / account holder | $2,137 | $13,780-84.5% | $11,613-81.6% | $11,429-81.3% |