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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 | $152,446 | $64,716+135.6% | $112,258+35.8% | $68,495+122.6% |
| Participation rate | 62.7% | 67.2%-4.4pp | 75.1%-12.3pp | 67.9%-5.2pp |
| Annual return | -13.83% | -11.40%-2.4pp | 27.47%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $6,919 | $2,746+151.9% | $3,636+90.3% | $2,596+166.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $25,925 | $5,232+395.5% | $6,411+304.4% | $5,403+379.8% |