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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 | $157,897 | $142,361+10.9% | $119,608+32.0% | $134,509+17.4% |
| Participation rate | 46.7% | 82.8%-36.2pp | 79.3%-32.6pp | 81.2%-34.6pp |
| Annual return | 2.10% | -12.46%+14.6pp | -14.98%+17.1pp | 418.13%-416.0pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $430 | $6,468-93.4% | $5,601-92.3% | $6,400-93.3% |
| Admin fee / account holder | $6,393 | $13,588-53.0% | $10,326-38.1% | $11,427-44.1% |