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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 | $59,515 | $42,546+39.9% | $71,796-17.1% | $55,167+7.9% |
| Participation rate | 37.0% | 59.1%-22.1pp | 69.1%-32.1pp | 69.0%-32.0pp |
| Annual return | 28.77% | 12.36%+16.4pp | 78.04%-49.3pp | 169.23%-140.5pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $962 | $2,064-53.4% | $2,794-65.6% | $3,054-68.5% |
| Admin fee / account holder | $2,959 | $650+355.5% | $4,815-38.5% | $504+487.2% |