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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 | $109,051 | $78,694+38.6% | $67,652+61.2% | $125,389-13.0% |
| Participation rate | 25.0% | 78.8%-53.8pp | 75.7%-50.7pp | 83.2%-58.2pp |
| Annual return | -0.43% | 9.46%-9.9pp | 6625.40%-6625.8pp | 282.24%-282.7pp |
| Employer contribution / active EE | $695 | $3,044-77.2% | $2,266-69.3% | $4,866-85.7% |
| Participant deferral / active EE | $1,178 | $4,292-72.6% | $3,560-66.9% | $5,352-78.0% |
| Admin fee / account holder | $1,164 | $7,403-84.3% | $4,821-75.9% | $9,541-87.8% |