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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 | $173,056 | $131,835+31.3% | $108,582+59.4% | $273,972-36.8% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 3.85% | -91.57%+95.4pp | -51.70%+55.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $27,333 | $4,913+456.4% | $3,758+627.3% | $4,869+461.4% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,937 | $10,253-81.1% | $7,645-74.7% | $10,133-80.9% |