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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 | $176,991 | $131,835+34.3% | $108,582+63.0% | $273,972-35.4% |
| Participation rate | 28.6% | 83.5%-54.9pp | 79.6%-51.0pp | 83.0%-54.4pp |
| Annual return | 10.96% | -91.57%+102.5pp | -51.70%+62.7pp | 41.46%-30.5pp |
| Employer contribution / active EE | $3,665 | $4,913-25.4% | $3,758-2.5% | $4,869-24.7% |
| Participant deferral / active EE | $755 | $5,127-85.3% | $4,311-82.5% | $5,287-85.7% |
| Admin fee / account holder | $10,837 | $10,253+5.7% | $7,645+41.8% | $10,133+7.0% |