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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 | $214,466 | $84,493+153.8% | $125,381+71.1% | $66,938+220.4% |
| Participation rate | 50.9% | 76.4%-25.5pp | 82.4%-31.5pp | 69.8%-18.9pp |
| Annual return | 0.00% | -8.49%+8.5pp | 572.31%-572.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,369 | $3,554-61.5% | $4,815-71.6% | $2,545-46.2% |
| Participant deferral / active EE | $2,325 | $6,783-65.7% | $7,448-68.8% | $4,238-45.1% |
| Admin fee / account holder | $3,215 | $685+369.3% | $10,007-67.9% | $594+441.7% |