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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 | $145,853 | $142,392+2.4% | $119,622+21.9% | $134,532+8.4% |
| Participation rate | 18.2% | 82.8%-64.6pp | 79.3%-61.1pp | 81.2%-63.0pp |
| Annual return | -12.49% | -12.46%0pp | -14.98%+2.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $900 | $6,467-86.1% | $5,601-83.9% | $6,401-85.9% |
| Admin fee / account holder | $181,588 | $13,593+1235.9% | $10,328+1658.2% | $11,429+1488.9% |