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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 | $181,424 | $100,792+80.0% | $86,691+109.3% | $134,509+34.9% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -13.98% | 29.08%-43.1pp | 35.94%-49.9pp | 418.13%-432.1pp |
| Employer contribution / active EE | $0 | $3,491-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $510 | $5,339-90.4% | $4,656-89.0% | $6,400-92.0% |
| Admin fee / account holder | $637 | $10,924-94.2% | $7,492-91.5% | $11,427-94.4% |