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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 | $156,851 | $73,009+114.8% | $90,760+72.8% | $68,486+129.0% |
| Participation rate | 25.0% | 70.8%-45.8pp | 75.7%-50.7pp | 67.9%-42.9pp |
| Annual return | -6.35% | -13.81%+7.5pp | -12.16%+5.8pp | -7.85%+1.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $18 | $3,626-99.5% | $4,565-99.6% | $4,028-99.6% |
| Admin fee / account holder | $4,663 | $5,896-20.9% | $8,444-44.8% | $5,404-13.7% |