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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 | $205,776 | $105,866+94.4% | $90,766+126.7% | $134,545+52.9% |
| Participation rate | 63.6% | 78.3%-14.6pp | 75.7%-12.1pp | 81.2%-17.6pp |
| Annual return | -18.20% | -10.99%-7.2pp | -12.16%-6.0pp | 418.37%-436.6pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $626 | $5,217-88.0% | $4,565-86.3% | $6,401-90.2% |
| Admin fee / account holder | $8,588 | $13,938-38.4% | $8,446+1.7% | $11,431-24.9% |