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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 | $173,382 | $85,790+102.1% | $67,313+157.6% | $135,380+28.1% |
| Participation rate | 52.6% | 76.5%-23.8pp | 69.1%-16.4pp | 82.6%-30.0pp |
| Annual return | -4.50% | -0.54%-4.0pp | -4.08%-0.4pp | 519.81%-524.3pp |
| Employer contribution / active EE | $508 | $3,487-85.4% | $2,566-80.2% | $4,779-89.4% |
| Participant deferral / active EE | $922 | $4,651-80.2% | $3,568-74.2% | $5,609-83.6% |
| Admin fee / account holder | $29,256 | $6,392+357.7% | $4,507+549.2% | $10,828+170.2% |