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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 | $160,472 | $82,674+94.1% | $125,381+28.0% | $68,486+134.3% |
| Participation rate | 35.2% | 75.1%-39.9pp | 82.4%-47.2pp | 67.9%-32.7pp |
| Annual return | -13.74% | -5.97%-7.8pp | 572.31%-586.0pp | -7.85%-5.9pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,510 | $6,111-58.9% | $7,448-66.3% | $4,028-37.7% |
| Admin fee / account holder | $17,404 | $6,277+177.3% | $10,007+73.9% | $5,404+222.1% |