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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 | $93,184 | $78,694+18.4% | $67,653+37.7% | $125,388-25.7% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | 0.90% | 9.46%-8.6pp | 6625.22%-6624.3pp | 282.24%-281.3pp |
| Employer contribution / active EE | $470 | $3,044-84.6% | $2,266-79.2% | $4,866-90.3% |
| Participant deferral / active EE | $936 | $4,292-78.2% | $3,560-73.7% | $5,352-82.5% |
| Admin fee / account holder | $3,100 | $7,403-58.1% | $4,821-35.7% | $9,541-67.5% |