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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 | $100,214 | $54,380+84.3% | $68,509+46.3% | $59,633+68.1% |
| Participation rate | 61.3% | 70.2%-8.9pp | 74.7%-13.4pp | 68.7%-7.4pp |
| Annual return | 0.85% | 2.83%-2.0pp | 8.27%-7.4pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $735 | $2,643-72.2% | $3,382-78.3% | $3,192-77.0% |
| Admin fee / account holder | $5,351 | $3,885+37.7% | $5,275+1.4% | $4,297+24.5% |