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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 | $75,864 | $73,532+3.2% | $178,505-57.5% | $74,478+1.9% |
| Participation rate | 32.1% | 66.6%-34.5pp | 77.1%-45.0pp | 67.2%-35.1pp |
| Annual return | 14.19% | 17.49%-3.3pp | 27.16%-13.0pp | 1370.56%-1356.4pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,955-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,670 | $4,519-63.0% | $6,280-73.4% | $4,350-61.6% |
| Admin fee / account holder | $3,323 | $1,813+83.3% | $10,428-68.1% | $1,946+70.8% |