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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 | $146,261 | $72,177+102.6% | $115,037+27.1% | $59,632+145.3% |
| Participation rate | 15.4% | 72.6%-57.2pp | 81.4%-66.0pp | 68.7%-53.3pp |
| Annual return | -2.06% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.32%-2043.4pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $381 | $4,783-92.0% | $6,026-93.7% | $3,192-88.1% |
| Admin fee / account holder | $1,519 | $4,927-69.2% | $8,175-81.4% | $4,297-64.7% |