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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 | $142,274 | $142,409-0.1% | $119,634+18.9% | $134,545+5.7% |
| Participation rate | 52.2% | 82.8%-30.7pp | 79.3%-27.1pp | 81.2%-29.1pp |
| Annual return | -18.73% | -12.46%-6.3pp | -14.98%-3.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,037 | $5,224-61.0% | $4,232-51.9% | $4,742-57.0% |
| Participant deferral / active EE | $1,670 | $6,468-74.2% | $5,601-70.2% | $6,401-73.9% |
| Admin fee / account holder | $17,791 | $13,594+30.9% | $10,329+72.2% | $11,431+55.6% |