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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 | $231,761 | $131,835+75.8% | $108,582+113.4% | $273,972-15.4% |
| Participation rate | 41.7% | 83.5%-41.8pp | 79.6%-37.9pp | 83.0%-41.3pp |
| Annual return | 9.59% | -91.57%+101.2pp | -51.70%+61.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $812 | $5,127-84.2% | $4,311-81.2% | $5,287-84.6% |
| Admin fee / account holder | $12,288 | $10,253+19.9% | $7,645+60.7% | $10,133+21.3% |