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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 | $24,696 | $52,678-53.1% | $75,784-67.4% | $59,633-58.6% |
| Participation rate | 67.5% | 67.2%+0.3pp | 75.8%-8.3pp | 68.7%-1.2pp |
| Annual return | 0.39% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $3,906 | $2,193+78.1% | $3,323+17.5% | $2,203+77.3% |
| Participant deferral / active EE | $938 | $2,591-63.8% | $3,652-74.3% | $3,192-70.6% |
| Admin fee / account holder | $6,202 | $3,610+71.8% | $5,300+17.0% | $4,297+44.3% |