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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 | $186,689 | $142,392+31.1% | $119,622+56.1% | $134,532+38.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | 0.00% | -12.46%+12.5pp | -14.98%+15.0pp | 418.27%-418.3pp |
| Employer contribution / active EE | $1,506 | $5,224-71.2% | $4,232-64.4% | $4,741-68.2% |
| Participant deferral / active EE | $1,068 | $6,467-83.5% | $5,601-80.9% | $6,401-83.3% |
| Admin fee / account holder | $20,597 | $13,593+51.5% | $10,328+99.4% | $11,429+80.2% |