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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 | $92,465 | $50,947+81.5% | $74,549+24.0% | $64,173+44.1% |
| Participation rate | 5.4% | 61.1%-55.7pp | 69.1%-63.7pp | 69.6%-64.2pp |
| Annual return | -4.40% | -1.85%-2.5pp | 32.53%-36.9pp | 7.63%-12.0pp |
| Employer contribution / active EE | $422 | $1,115-62.2% | $1,961-78.5% | $2,381-82.3% |
| Participant deferral / active EE | $886 | $2,302-61.5% | $3,108-71.5% | $3,470-74.5% |
| Admin fee / account holder | $3,075 | $4,221-27.2% | $5,059-39.2% | $4,887-37.1% |