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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 | $203,231 | $65,704+209.3% | $94,229+115.7% | $59,633+240.8% |
| Participation rate | 21.6% | 72.1%-50.5pp | 78.8%-57.2pp | 68.7%-47.0pp |
| Annual return | -2.44% | 5.22%-7.7pp | 10.68%-13.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $974 | $3,143-69.0% | $4,320-77.5% | $3,192-69.5% |
| Admin fee / account holder | $2,300 | $4,265-46.1% | $6,269-63.3% | $4,297-46.5% |