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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 | $48,772 | $45,566+7.0% | $64,105-23.9% | $59,633-18.2% |
| Participation rate | 24.3% | 60.2%-35.8pp | 68.2%-43.8pp | 68.7%-44.3pp |
| Annual return | -0.56% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.40%-2042.0pp |
| Employer contribution / active EE | $527 | $934-43.6% | $1,820-71.0% | $2,203-76.1% |
| Participant deferral / active EE | $612 | $2,057-70.2% | $2,822-78.3% | $3,192-80.8% |
| Admin fee / account holder | $576 | $3,268-82.4% | $4,499-87.2% | $4,297-86.6% |