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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 | $138,518 | $167,533-17.3% | $151,645-8.7% | $134,545+3.0% |
| Participation rate | 57.1% | 88.4%-31.2pp | 87.5%-30.4pp | 81.2%-24.1pp |
| Annual return | -15.92% | 7.81%-23.7pp | 3.34%-19.3pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,690 | $6,828-75.2% | $6,165-72.6% | $4,742-64.4% |
| Participant deferral / active EE | $2,818 | $8,985-68.6% | $8,363-66.3% | $6,401-56.0% |
| Admin fee / account holder | $6,131 | $13,781-55.5% | $11,614-47.2% | $11,431-46.4% |