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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 | $134,237 | $77,817+72.5% | $123,553+8.6% | $64,173+109.2% |
| Participation rate | 54.8% | 74.7%-19.9pp | 82.3%-27.5pp | 69.6%-14.7pp |
| Annual return | -7.96% | 12.49%-20.4pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,648 | $3,014-45.3% | $4,628-64.4% | $2,381-30.8% |
| Participant deferral / active EE | $2,113 | $5,240-59.7% | $6,426-67.1% | $3,470-39.1% |
| Admin fee / account holder | $6,418 | $5,519+16.3% | $9,284-30.9% | $4,887+31.3% |