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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 | $132,633 | $105,867+25.3% | $90,760+46.1% | $134,532-1.4% |
| Participation rate | 30.0% | 78.3%-48.3pp | 75.7%-45.7pp | 81.2%-51.2pp |
| Annual return | -15.12% | -10.99%-4.1pp | -12.16%-3.0pp | 418.27%-433.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $861 | $5,217-83.5% | $4,565-81.1% | $6,401-86.5% |
| Admin fee / account holder | $5,560 | $13,936-60.1% | $8,444-34.2% | $11,429-51.4% |