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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 | $63,375 | $54,380+16.5% | $68,509-7.5% | $59,633+6.3% |
| Participation rate | 38.3% | 70.2%-31.9pp | 74.7%-36.4pp | 68.7%-30.3pp |
| Annual return | -1.34% | 2.83%-4.2pp | 8.27%-9.6pp | 2041.45%-2042.8pp |
| Employer contribution / active EE | $340 | $1,539-77.9% | $2,278-85.1% | $2,203-84.5% |
| Participant deferral / active EE | $757 | $2,643-71.4% | $3,382-77.6% | $3,192-76.3% |
| Admin fee / account holder | $2,846 | $3,885-26.7% | $5,275-46.0% | $4,297-33.8% |