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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 | $153,942 | $82,674+86.2% | $125,381+22.8% | $68,486+124.8% |
| Participation rate | 65.9% | 75.1%-9.1pp | 82.4%-16.5pp | 67.9%-2.0pp |
| Annual return | -13.36% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,330 | $6,111-61.9% | $7,448-68.7% | $4,028-42.2% |
| Admin fee / account holder | $3,335 | $6,277-46.9% | $10,007-66.7% | $5,404-38.3% |