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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 | $87,047 | $52,678+65.2% | $75,784+14.9% | $59,633+46.0% |
| Participation rate | 36.5% | 67.2%-30.7pp | 75.8%-39.3pp | 68.7%-32.1pp |
| Annual return | -0.71% | 2.95%-3.7pp | 9.68%-10.4pp | 2041.40%-2042.1pp |
| Employer contribution / active EE | $690 | $2,193-68.5% | $3,323-79.2% | $2,203-68.7% |
| Participant deferral / active EE | $472 | $2,591-81.8% | $3,652-87.1% | $3,192-85.2% |
| Admin fee / account holder | $433 | $3,610-88.0% | $5,300-91.8% | $4,297-89.9% |