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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 | $129,874 | $84,499+53.7% | $125,391+3.6% | $66,949+94.0% |
| Participation rate | 18.3% | 76.4%-58.2pp | 82.4%-64.1pp | 69.8%-51.6pp |
| Annual return | -18.16% | -8.49%-9.7pp | 572.41%-590.6pp | 1.57%-19.7pp |
| Employer contribution / active EE | $1,096 | $3,554-69.2% | $4,816-77.2% | $2,545-57.0% |
| Participant deferral / active EE | $2,155 | $6,785-68.2% | $7,448-71.1% | $4,239-49.2% |
| Admin fee / account holder | $345 | $685-49.6% | $10,009-96.5% | $594-41.8% |