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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 | $69,540 | $52,678+32.0% | $75,784-8.2% | $59,633+16.6% |
| Participation rate | 14.5% | 67.2%-52.8pp | 75.8%-61.4pp | 68.7%-54.2pp |
| Annual return | -1.18% | 2.95%-4.1pp | 9.68%-10.9pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $687 | $2,591-73.5% | $3,652-81.2% | $3,192-78.5% |
| Admin fee / account holder | $4,537 | $3,610+25.7% | $5,300-14.4% | $4,297+5.6% |