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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 | $100,792+59.2% | $86,691+85.1% | $134,509+19.3% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -6.48% | 29.08%-35.6pp | 35.94%-42.4pp | 418.13%-424.6pp |
| Employer contribution / active EE | $1,007 | $3,491-71.1% | $2,837-64.5% | $4,741-78.8% |
| Participant deferral / active EE | $1,215 | $5,339-77.2% | $4,656-73.9% | $6,400-81.0% |
| Admin fee / account holder | $7,950 | $10,924-27.2% | $7,492+6.1% | $11,427-30.4% |