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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 | $30,700 | $52,903-42.0% | $73,309-58.1% | $59,632-48.5% |
| Participation rate | 68.9% | 68.2%+0.7pp | 74.9%-6.0pp | 68.7%+0.2pp |
| Annual return | -1.08% | 12.20%-13.3pp | 5.67%-6.8pp | 2041.32%-2042.4pp |
| Employer contribution / active EE | $389 | $1,909-79.6% | $3,237-88.0% | $2,203-82.3% |
| Participant deferral / active EE | $1,438 | $4,069-64.7% | $4,991-71.2% | $3,192-54.9% |
| Admin fee / account holder | $3,164 | $3,834-17.5% | $5,637-43.9% | $4,297-26.4% |