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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 | $142,052 | $129,959+9.3% | $104,301+36.2% | $134,532+5.6% |
| Participation rate | 57.1% | 79.5%-22.4pp | 73.3%-16.1pp | 81.2%-24.1pp |
| Annual return | -10.16% | 42.04%-52.2pp | 24.61%-34.8pp | 418.27%-428.4pp |
| Employer contribution / active EE | $1,189 | $4,185-71.6% | $3,373-64.8% | $4,741-74.9% |
| Participant deferral / active EE | $1,257 | $5,589-77.5% | $4,626-72.8% | $6,401-80.4% |
| Admin fee / account holder | $1,141 | $9,325-87.8% | $7,340-84.5% | $11,429-90.0% |