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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 | $109,149 | $65,704+66.1% | $94,229+15.8% | $59,633+83.0% |
| Participation rate | 36.4% | 72.1%-35.8pp | 78.8%-42.4pp | 68.7%-32.3pp |
| Annual return | 2.85% | 5.22%-2.4pp | 10.68%-7.8pp | 2041.45%-2038.6pp |
| Employer contribution / active EE | $578 | $2,021-71.4% | $3,587-83.9% | $2,203-73.7% |
| Participant deferral / active EE | $915 | $3,143-70.9% | $4,320-78.8% | $3,192-71.3% |
| Admin fee / account holder | $3,885 | $4,265-8.9% | $6,269-38.0% | $4,297-9.6% |