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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 | $105,551 | $100,792+4.7% | $86,691+21.8% | $134,509-21.5% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.22% | 29.08%-46.3pp | 35.94%-53.2pp | 418.13%-435.4pp |
| Employer contribution / active EE | $840 | $3,491-75.9% | $2,837-70.4% | $4,741-82.3% |
| Participant deferral / active EE | $1,512 | $5,339-71.7% | $4,656-67.5% | $6,400-76.4% |
| Admin fee / account holder | $21,530 | $10,924+97.1% | $7,492+187.4% | $11,427+88.4% |