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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 | $205,933 | $133,998+53.7% | $112,263+83.4% | $134,545+53.1% |
| Participation rate | 55.0% | 78.6%-23.6pp | 75.1%-20.1pp | 81.2%-26.2pp |
| Annual return | -16.36% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,422 | $5,292-73.1% | $4,729-69.9% | $6,401-77.8% |
| Admin fee / account holder | $725 | $7,493-90.3% | $6,410-88.7% | $11,431-93.7% |