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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 | $118,644 | $133,998-11.5% | $112,263+5.7% | $134,545-11.8% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -17.11% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,357 | $5,292-74.4% | $4,729-71.3% | $6,401-78.8% |
| Admin fee / account holder | $9,623 | $7,493+28.4% | $6,410+50.1% | $11,431-15.8% |