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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 | $148,991 | $133,998+11.2% | $112,263+32.7% | $134,545+10.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -15.96% | 47.17%-63.1pp | 27.49%-43.5pp | 418.37%-434.3pp |
| Employer contribution / active EE | $24,651 | $4,040+510.2% | $3,636+578.0% | $4,742+419.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,331 | $7,493-68.9% | $6,410-63.6% | $11,431-79.6% |