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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 | $137,678 | $167,362-17.7% | $143,799-4.3% | $134,532+2.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -11.82% | 0.47%-12.3pp | -0.04%-11.8pp | 418.27%-430.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $533 | $6,447-91.7% | $5,638-90.5% | $6,401-91.7% |
| Admin fee / account holder | $6,102 | $18,094-66.3% | $14,677-58.4% | $11,429-46.6% |