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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 | $56,304 | $54,320+3.7% | $67,652-16.8% | $52,331+7.6% |
| Participation rate | 34.6% | 73.6%-38.9pp | 75.7%-41.0pp | 68.1%-33.5pp |
| Annual return | -1.00% | 6.81%-7.8pp | 6625.40%-6626.4pp | 4.54%-5.5pp |
| Employer contribution / active EE | $630 | $1,544-59.2% | $2,266-72.2% | $1,882-66.5% |
| Participant deferral / active EE | $1,040 | $2,950-64.7% | $3,560-70.8% | $3,022-65.6% |
| Admin fee / account holder | $393 | $527-25.3% | $4,821-91.8% | $592-33.5% |