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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 | $213,353 | $133,981+59.2% | $112,249+90.1% | $134,532+58.6% |
| Participation rate | 47.8% | 78.6%-30.7pp | 75.1%-27.2pp | 81.2%-33.4pp |
| Annual return | -14.95% | 47.16%-62.1pp | 27.48%-42.4pp | 418.27%-433.2pp |
| Employer contribution / active EE | $825 | $4,040-79.6% | $3,636-77.3% | $4,741-82.6% |
| Participant deferral / active EE | $1,211 | $5,292-77.1% | $4,729-74.4% | $6,401-81.1% |
| Admin fee / account holder | $10,758 | $7,492+43.6% | $6,412+67.8% | $11,429-5.9% |