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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 | $76,421 | $60,165+27.0% | $74,184+3.0% | $55,167+38.5% |
| Participation rate | 60.8% | 74.2%-13.4pp | 76.6%-15.8pp | 69.0%-8.2pp |
| Annual return | 9.49% | 10.00%-0.5pp | 17.74%-8.2pp | 169.23%-159.7pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $727 | $2,973-75.6% | $3,550-79.5% | $3,054-76.2% |
| Admin fee / account holder | $9,226 | $419+2100.3% | $5,586+65.2% | $504+1730.9% |