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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 | $160,644 | $112,300+43.0% | $90,223+78.1% | $125,389+28.1% |
| Participation rate | 37.5% | 82.9%-45.4pp | 79.0%-41.5pp | 83.2%-45.7pp |
| Annual return | 0.66% | -0.57%+1.2pp | 1.31%-0.7pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,054 | $5,181-60.4% | $4,378-53.1% | $4,866-57.8% |
| Participant deferral / active EE | $2,054 | $6,733-69.5% | $5,792-64.5% | $5,352-61.6% |
| Admin fee / account holder | $475 | $10,990-95.7% | $7,406-93.6% | $9,541-95.0% |