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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 | $107,879 | $105,866+1.9% | $90,766+18.9% | $134,545-19.8% |
| Participation rate | 43.5% | 78.3%-34.8pp | 75.7%-32.2pp | 81.2%-37.8pp |
| Annual return | -16.57% | -10.99%-5.6pp | -12.16%-4.4pp | 418.37%-434.9pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $679 | $5,217-87.0% | $4,565-85.1% | $6,401-89.4% |
| Admin fee / account holder | $8,055 | $13,938-42.2% | $8,446-4.6% | $11,431-29.5% |