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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 | $65,861 | $52,911+24.5% | $73,309-10.2% | $59,633+10.4% |
| Participation rate | 38.5% | 68.2%-29.8pp | 74.9%-36.4pp | 68.7%-30.2pp |
| Annual return | -2.14% | 12.20%-14.3pp | 5.67%-7.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $361 | $1,909-81.1% | $3,237-88.8% | $2,203-83.6% |
| Participant deferral / active EE | $1,530 | $4,069-62.4% | $4,991-69.3% | $3,192-52.1% |
| Admin fee / account holder | $504 | $3,835-86.9% | $5,635-91.1% | $4,297-88.3% |