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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 | $82,372 | $54,726+50.5% | $68,793+19.7% | $64,181+28.3% |
| Participation rate | 43.5% | 68.0%-24.5pp | 72.2%-28.7pp | 69.6%-26.0pp |
| Annual return | -2.98% | -1.62%-1.4pp | -4.63%+1.6pp | 7.63%-10.6pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,625-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $916 | $2,626-65.1% | $3,311-72.3% | $3,470-73.6% |
| Admin fee / account holder | $650 | $4,027-83.9% | $5,131-87.3% | $4,887-86.7% |