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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 | $174,515 | $133,998+30.2% | $112,263+55.5% | $134,545+29.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -15.19% | 47.17%-62.4pp | 27.49%-42.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $1,091 | $4,040-73.0% | $3,636-70.0% | $4,742-77.0% |
| Participant deferral / active EE | $1,226 | $5,292-76.8% | $4,729-74.1% | $6,401-80.8% |
| Admin fee / account holder | $20,339 | $7,493+171.4% | $6,410+217.3% | $11,431+77.9% |