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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 | $210,536 | $106,551+97.6% | $91,225+130.8% | $134,532+56.5% |
| Participation rate | 45.5% | 76.8%-31.3pp | 73.2%-27.7pp | 81.2%-35.8pp |
| Annual return | -13.99% | 160.78%-174.8pp | 114.12%-128.1pp | 418.27%-432.3pp |
| Employer contribution / active EE | $516 | $3,331-84.5% | $2,851-81.9% | $4,741-89.1% |
| Participant deferral / active EE | $727 | $4,718-84.6% | $4,233-82.8% | $6,401-88.6% |
| Admin fee / account holder | $14,636 | $6,234+134.8% | $5,422+169.9% | $11,429+28.1% |