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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 | $104,337 | $133,998-22.1% | $112,263-7.1% | $134,545-22.5% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.61% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-436.0pp |
| Employer contribution / active EE | $1,717 | $4,040-57.5% | $3,636-52.8% | $4,742-63.8% |
| Participant deferral / active EE | $1,236 | $5,292-76.6% | $4,729-73.9% | $6,401-80.7% |
| Admin fee / account holder | $1,080 | $7,493-85.6% | $6,410-83.2% | $11,431-90.6% |