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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 | $67,742 | $52,678+28.6% | $75,784-10.6% | $59,633+13.6% |
| Participation rate | 37.9% | 67.2%-29.3pp | 75.8%-37.9pp | 68.7%-30.7pp |
| Annual return | -1.61% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.40%-2043.0pp |
| Employer contribution / active EE | $820 | $2,193-62.6% | $3,323-75.3% | $2,203-62.8% |
| Participant deferral / active EE | $911 | $2,591-64.8% | $3,652-75.1% | $3,192-71.5% |
| Admin fee / account holder | $5,910 | $3,610+63.7% | $5,300+11.5% | $4,297+37.5% |