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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 | $133,037 | $113,941+16.8% | $94,229+41.2% | $125,389+6.1% |
| Participation rate | 43.8% | 82.9%-39.1pp | 78.8%-35.0pp | 83.2%-39.4pp |
| Annual return | -1.12% | 5.29%-6.4pp | 10.68%-11.8pp | 282.24%-283.4pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $894 | $5,179-82.7% | $4,320-79.3% | $5,352-83.3% |
| Admin fee / account holder | $44,626 | $8,392+431.8% | $6,269+611.8% | $9,541+367.7% |