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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 | $233,551 | $95,915+143.5% | $79,580+193.5% | $134,532+73.6% |
| Participation rate | 16.7% | 75.0%-58.4pp | 69.5%-52.8pp | 81.2%-64.6pp |
| Annual return | -10.62% | -2.71%-7.9pp | 0.15%-10.8pp | 418.27%-428.9pp |
| Employer contribution / active EE | $0 | $3,129-100.0% | $2,413-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $368 | $4,693-92.2% | $3,985-90.8% | $6,401-94.3% |
| Admin fee / account holder | $3,457 | $9,132-62.1% | $6,835-49.4% | $11,429-69.8% |