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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 | $145,854 | $59,116+146.7% | $86,438+68.7% | $68,486+113.0% |
| Participation rate | 37.0% | 75.2%-38.2pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -13.22% | -0.23%-13.0pp | 4397.19%-4410.4pp | -7.85%-5.4pp |
| Employer contribution / active EE | $386 | $2,519-84.7% | $3,769-89.8% | $2,597-85.1% |
| Participant deferral / active EE | $2,189 | $5,902-62.9% | $6,952-68.5% | $4,028-45.6% |
| Admin fee / account holder | $3,066 | $5,639-45.6% | $6,733-54.5% | $5,404-43.3% |