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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 | $81,936 | $49,177+66.6% | $79,467+3.1% | $64,173+27.7% |
| Participation rate | 28.9% | 65.0%-36.1pp | 73.3%-44.5pp | 69.6%-40.7pp |
| Annual return | 32.86% | -1.16%+34.0pp | 718.30%-685.4pp | 7.63%+25.2pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $751 | $2,821-73.4% | $3,704-79.7% | $3,470-78.3% |
| Admin fee / account holder | $961 | $3,839-75.0% | $5,104-81.2% | $4,887-80.3% |