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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 | $195,687 | $158,852+23.2% | $121,220+61.4% | $135,379+44.5% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -5.08% | -0.64%-4.4pp | 16.94%-22.0pp | 519.79%-524.9pp |
| Employer contribution / active EE | $18,705 | $5,666+230.1% | $4,023+365.0% | $4,779+291.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,027 | $6,515-68.9% | $5,021-59.6% | $10,828-81.3% |