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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 | $106,235 | $82,288+29.1% | $68,794+54.4% | $134,509-21.0% |
| Participation rate | 30.8% | 75.1%-44.3pp | 69.0%-38.3pp | 81.2%-50.5pp |
| Annual return | -9.91% | -2.19%-7.7pp | -6.37%-3.5pp | 418.13%-428.0pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $309 | $4,738-93.5% | $3,941-92.2% | $6,400-95.2% |
| Admin fee / account holder | $2,175 | $6,482-66.4% | $4,934-55.9% | $11,427-81.0% |