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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 | $116,607 | $100,811+15.7% | $86,698+34.5% | $134,545-13.3% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -16.38% | 29.11%-45.5pp | 35.96%-52.3pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,361 | $5,339-74.5% | $4,656-70.8% | $6,401-78.7% |
| Admin fee / account holder | $1,156 | $10,926-89.4% | $7,492-84.6% | $11,431-89.9% |