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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 | $145,029 | $81,870+77.1% | $119,622+21.2% | $68,486+111.8% |
| Participation rate | 11.8% | 71.9%-60.1pp | 79.3%-67.5pp | 67.9%-56.1pp |
| Annual return | -11.01% | -23.82%+12.8pp | -14.98%+4.0pp | -7.85%-3.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,257 | $4,148-69.7% | $5,601-77.5% | $4,028-68.8% |
| Admin fee / account holder | $13,059 | $6,583+98.4% | $10,328+26.4% | $5,404+141.7% |