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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 | $108,809 | $64,729+68.1% | $112,263-3.1% | $68,490+58.9% |
| Participation rate | 13.2% | 67.2%-53.9pp | 75.1%-61.8pp | 67.9%-54.7pp |
| Annual return | 0.00% | -11.40%+11.4pp | 27.49%-27.5pp | -7.85%+7.9pp |
| Employer contribution / active EE | $836 | $2,746-69.6% | $3,636-77.0% | $2,597-67.8% |
| Participant deferral / active EE | $888 | $3,566-75.1% | $4,729-81.2% | $4,028-77.9% |
| Admin fee / account holder | $665 | $5,222-87.3% | $6,410-89.6% | $5,403-87.7% |