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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 | $160,467 | $100,805+59.2% | $86,698+85.1% | $134,532+19.3% |
| Participation rate | 50.0% | 79.0%-29.0pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.48% | 29.09%-35.6pp | 35.95%-42.4pp | 418.27%-424.7pp |
| Employer contribution / active EE | $1,007 | $3,490-71.1% | $2,837-64.5% | $4,741-78.8% |
| Participant deferral / active EE | $1,215 | $5,339-77.2% | $4,656-73.9% | $6,401-81.0% |
| Admin fee / account holder | $7,950 | $10,925-27.2% | $7,493+6.1% | $11,429-30.4% |