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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 | $143,781 | $167,533-14.2% | $151,645-5.2% | $134,545+6.9% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.5%-27.5pp | 81.2%-21.2pp |
| Annual return | -19.73% | 7.81%-27.5pp | 3.34%-23.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $2,210 | $6,828-67.6% | $6,165-64.1% | $4,742-53.4% |
| Participant deferral / active EE | $2,686 | $8,985-70.1% | $8,363-67.9% | $6,401-58.0% |
| Admin fee / account holder | $1,237 | $13,781-91.0% | $11,614-89.3% | $11,431-89.2% |