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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 | $101,606 | $59,813+69.9% | $79,580+27.7% | $68,486+48.4% |
| Participation rate | 45.5% | 61.1%-15.6pp | 69.5%-24.0pp | 67.9%-22.4pp |
| Annual return | -2.28% | -12.30%+10.0pp | 0.15%-2.4pp | -7.85%+5.6pp |
| Employer contribution / active EE | $5,728 | $1,505+280.5% | $2,413+137.3% | $2,597+120.6% |
| Participant deferral / active EE | $1,175 | $3,024-61.2% | $3,985-70.5% | $4,028-70.8% |
| Admin fee / account holder | $6,255 | $4,835+29.4% | $6,835-8.5% | $5,404+15.8% |