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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 | $97,230 | $50,947+90.8% | $74,549+30.4% | $64,173+51.5% |
| Participation rate | 16.7% | 61.1%-44.4pp | 69.1%-52.5pp | 69.6%-52.9pp |
| Annual return | -3.43% | -1.85%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $459 | $1,115-58.8% | $1,961-76.6% | $2,381-80.7% |
| Participant deferral / active EE | $683 | $2,302-70.3% | $3,108-78.0% | $3,470-80.3% |
| Admin fee / account holder | $2,542 | $4,221-39.8% | $5,059-49.7% | $4,887-48.0% |