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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 | $126,432 | $82,678+52.9% | $125,391+0.8% | $68,490+84.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 82.4%-32.4pp | 67.9%-17.9pp |
| Annual return | -13.01% | -5.97%-7.0pp | 572.41%-585.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $2,916 | $3,382-13.8% | $4,816-39.4% | $2,597+12.3% |
| Participant deferral / active EE | $1,375 | $6,111-77.5% | $7,448-81.5% | $4,028-65.9% |
| Admin fee / account holder | $14,122 | $6,277+125.0% | $10,009+41.1% | $5,403+161.4% |