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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 | $134,071 | $82,678+62.2% | $125,391+6.9% | $68,490+95.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 82.4%-49.1pp | 67.9%-34.6pp |
| Annual return | -15.94% | -5.97%-10.0pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $870 | $3,382-74.3% | $4,816-81.9% | $2,597-66.5% |
| Participant deferral / active EE | $1,862 | $6,111-69.5% | $7,448-75.0% | $4,028-53.8% |
| Admin fee / account holder | $53,226 | $6,277+747.9% | $10,009+431.8% | $5,403+885.1% |