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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 | $74,022 | $45,566+62.4% | $64,105+15.5% | $59,633+24.1% |
| Participation rate | 35.1% | 60.2%-25.0pp | 68.2%-33.0pp | 68.7%-33.5pp |
| Annual return | 1.56% | 4.95%-3.4pp | 791.24%-789.7pp | 2041.45%-2039.9pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $514 | $2,057-75.0% | $2,822-81.8% | $3,192-83.9% |
| Admin fee / account holder | $4,459 | $3,268+36.5% | $4,499-0.9% | $4,297+3.8% |