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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 | $89,625 | $52,911+69.4% | $73,309+22.3% | $59,633+50.3% |
| Participation rate | 69.5% | 68.2%+1.3pp | 74.9%-5.4pp | 68.7%+0.8pp |
| Annual return | -1.77% | 12.20%-14.0pp | 5.67%-7.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $1,528 | $1,909-20.0% | $3,237-52.8% | $2,203-30.6% |
| Participant deferral / active EE | $1,540 | $4,069-62.2% | $4,991-69.1% | $3,192-51.8% |
| Admin fee / account holder | $2,242 | $3,835-41.5% | $5,635-60.2% | $4,297-47.8% |