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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 | $148,468 | $92,219+61.0% | $76,767+93.4% | $135,380+9.7% |
| Participation rate | 47.6% | 79.8%-32.2pp | 77.0%-29.3pp | 82.6%-35.0pp |
| Annual return | -1.17% | 5.46%-6.6pp | 2.43%-3.6pp | 519.81%-521.0pp |
| Employer contribution / active EE | $2,768 | $3,216-13.9% | $2,485+11.4% | $4,779-42.1% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,201 | $10,749+115.8% | $6,675+247.6% | $10,828+114.3% |