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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 | $234,796 | $134,001+75.2% | $112,258+109.2% | $134,509+74.6% |
| Participation rate | 38.1% | 78.6%-40.5pp | 75.1%-37.0pp | 81.2%-43.1pp |
| Annual return | -19.32% | 47.15%-66.5pp | 27.47%-46.8pp | 418.13%-437.5pp |
| Employer contribution / active EE | $0 | $4,039-100.0% | $3,636-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,241 | $5,291-76.6% | $4,728-73.8% | $6,400-80.6% |
| Admin fee / account holder | $37,797 | $7,491+404.6% | $6,411+489.5% | $11,427+230.8% |