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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 | $101,224 | $82,674+22.4% | $125,363-19.3% | $68,495+47.8% |
| Participation rate | 56.3% | 75.0%-18.8pp | 82.4%-26.1pp | 67.9%-11.6pp |
| Annual return | 5.23% | -5.97%+11.2pp | 572.15%-566.9pp | -7.84%+13.1pp |
| Employer contribution / active EE | $1,804 | $3,382-46.7% | $4,815-62.5% | $2,596-30.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,590 | $6,276-58.7% | $10,005-74.1% | $5,403-52.1% |