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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 | $89,303 | $72,177+23.7% | $115,038-22.4% | $59,633+49.8% |
| Participation rate | 60.7% | 72.6%-11.8pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | -1.48% | 12.02%-13.5pp | 26.14%-27.6pp | 2041.45%-2042.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,304 | $4,783-72.7% | $6,026-78.4% | $3,192-59.1% |
| Admin fee / account holder | $1,767 | $4,927-64.1% | $8,175-78.4% | $4,297-58.9% |