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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 | $70,694 | $39,162+80.5% | $100,671-29.8% | $59,633+18.5% |
| Participation rate | 29.0% | 55.9%-26.8pp | 70.7%-41.7pp | 68.7%-39.6pp |
| Annual return | -0.52% | 21.07%-21.6pp | 20.43%-20.9pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $640 | $1,151-44.4% | $4,012-84.0% | $2,203-70.9% |
| Participant deferral / active EE | $693 | $1,992-65.2% | $3,144-78.0% | $3,192-78.3% |
| Admin fee / account holder | $516 | $2,969-82.6% | $4,850-89.4% | $4,297-88.0% |