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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 | $45,192 | $131,835-65.7% | $108,582-58.4% | $273,972-83.5% |
| Participation rate | 55.6% | 83.5%-27.9pp | 79.6%-24.0pp | 83.0%-27.5pp |
| Annual return | 9.22% | -91.57%+100.8pp | -51.70%+60.9pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,448 | $4,913-70.5% | $3,758-61.5% | $4,869-70.3% |
| Participant deferral / active EE | $1,480 | $5,127-71.1% | $4,311-65.7% | $5,287-72.0% |
| Admin fee / account holder | $12,028 | $10,253+17.3% | $7,645+57.3% | $10,133+18.7% |