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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 | $204,800 | $131,835+55.3% | $108,582+88.6% | $273,972-25.2% |
| Participation rate | 64.7% | 83.5%-18.7pp | 79.6%-14.9pp | 83.0%-18.3pp |
| Annual return | 6.14% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $5,118 | $4,913+4.2% | $3,758+36.2% | $4,869+5.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $708 | $10,253-93.1% | $7,645-90.7% | $10,133-93.0% |