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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 | $107,159 | $32,117+233.7% | $71,086+50.7% | $64,181+67.0% |
| Participation rate | 20.6% | 42.7%-22.1pp | 54.7%-34.1pp | 69.6%-49.0pp |
| Annual return | -5.54% | -5.57%0pp | 650.59%-656.1pp | 7.63%-13.2pp |
| Employer contribution / active EE | $105 | $712-85.2% | $1,088-90.3% | $2,381-95.6% |
| Participant deferral / active EE | $163 | $1,263-87.1% | $1,874-91.3% | $3,470-95.3% |
| Admin fee / account holder | $1,529 | $2,759-44.6% | $3,082-50.4% | $4,887-68.7% |