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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 | $87,835 | $82,032+7.1% | $123,106-28.7% | $59,633+47.3% |
| Participation rate | 64.5% | 83.2%-18.7pp | 86.8%-22.3pp | 68.7%-4.2pp |
| Annual return | 0.99% | 5.12%-4.1pp | 13.22%-12.2pp | 2041.40%-2040.4pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,444 | $4,667-69.1% | $6,229-76.8% | $3,192-54.8% |
| Admin fee / account holder | $1,571 | $5,881-73.3% | $9,015-82.6% | $4,297-63.4% |