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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 | $93,004 | $45,152+106.0% | $73,836+26.0% | $59,633+56.0% |
| Participation rate | 62.9% | 64.0%-1.2pp | 73.4%-10.6pp | 68.7%-5.8pp |
| Annual return | 1.10% | 27.40%-26.3pp | 2268.06%-2267.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $343 | $2,573-86.7% | $3,583-90.4% | $3,192-89.2% |
| Admin fee / account holder | $2,100 | $3,515-40.2% | $4,882-57.0% | $4,297-51.1% |