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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 | $135,079 | $82,674+63.4% | $125,363+7.7% | $68,495+97.2% |
| Participation rate | 64.4% | 75.0%-10.6pp | 82.4%-18.0pp | 67.9%-3.5pp |
| Annual return | -17.83% | -5.97%-11.9pp | 572.15%-590.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,153 | $3,382-65.9% | $4,815-76.1% | $2,596-55.6% |
| Participant deferral / active EE | $1,602 | $6,111-73.8% | $7,447-78.5% | $4,028-60.2% |
| Admin fee / account holder | $1,625 | $6,276-74.1% | $10,005-83.8% | $5,403-69.9% |