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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 | $233,888 | $73,019+220.3% | $90,766+157.7% | $68,490+241.5% |
| Participation rate | 17.5% | 70.8%-53.3pp | 75.7%-58.2pp | 67.9%-50.4pp |
| Annual return | -13.12% | -13.81%+0.7pp | -12.16%-1.0pp | -7.85%-5.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,183 | $3,626-67.4% | $4,565-74.1% | $4,028-70.6% |
| Admin fee / account holder | $12,560 | $5,897+113.0% | $8,446+48.7% | $5,403+132.5% |