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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 | $157,346 | $91,537+71.9% | $130,045+21.0% | $75,173+109.3% |
| Participation rate | 51.9% | 71.5%-19.6pp | 78.5%-26.6pp | 67.2%-15.4pp |
| Annual return | 17.22% | -631.55%+648.8pp | -137.30%+154.5pp | 160.72%-143.5pp |
| Employer contribution / active EE | $1,749 | $2,845-38.5% | $4,321-59.5% | $2,671-34.5% |
| Participant deferral / active EE | $1,307 | $4,343-69.9% | $5,820-77.5% | $4,126-68.3% |
| Admin fee / account holder | $5,404 | $6,780-20.3% | $10,600-49.0% | $5,651-4.4% |