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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 | $149,755 | $105,867+41.5% | $90,760+65.0% | $134,532+11.3% |
| Participation rate | 54.5% | 78.3%-23.7pp | 75.7%-21.1pp | 81.2%-26.7pp |
| Annual return | -5.33% | -10.99%+5.7pp | -12.16%+6.8pp | 418.27%-423.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $650 | $5,217-87.5% | $4,565-85.8% | $6,401-89.8% |
| Admin fee / account holder | $22,429 | $13,936+60.9% | $8,444+165.6% | $11,429+96.3% |