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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 | $78,764 | $133,998-41.2% | $112,263-29.8% | $134,545-41.5% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -9.42% | 47.17%-56.6pp | 27.49%-36.9pp | 418.37%-427.8pp |
| Employer contribution / active EE | $11,116 | $4,040+175.1% | $3,636+205.7% | $4,742+134.4% |
| Participant deferral / active EE | $679 | $5,292-87.2% | $4,729-85.6% | $6,401-89.4% |
| Admin fee / account holder | $3,782 | $7,493-49.5% | $6,410-41.0% | $11,431-66.9% |