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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 | $134,850 | $175,646-23.2% | $129,118+4.4% | $134,532+0.2% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.2%-10.6pp | 81.2%-14.6pp |
| Annual return | -12.13% | -11.39%-0.7pp | -10.94%-1.2pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,849 | $6,355-70.9% | $5,051-63.4% | $4,741-61.0% |
| Participant deferral / active EE | $1,849 | $7,970-76.8% | $6,539-71.7% | $6,401-71.1% |
| Admin fee / account holder | $194,706 | $23,578+725.8% | $14,305+1261.1% | $11,429+1603.7% |