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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 | $73,459+3.3% | $178,528-57.5% | $74,429+1.9% |
| Participation rate | 32.1% | 66.5%-34.5pp | 77.1%-45.0pp | 67.2%-35.1pp |
| Annual return | 14.19% | 17.50%-3.3pp | 27.11%-12.9pp | 1368.38%-1354.2pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,670 | $4,515-63.0% | $6,278-73.4% | $4,348-61.6% |
| Admin fee / account holder | $3,323 | $1,812+83.4% | $10,419-68.1% | $1,944+70.9% |