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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 | $58,241 | $52,678+10.6% | $75,784-23.1% | $59,633-2.3% |
| Participation rate | 65.6% | 67.2%-1.6pp | 75.8%-10.2pp | 68.7%-3.0pp |
| Annual return | -0.24% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $8,941 | $2,193+307.6% | $3,323+169.0% | $2,203+305.9% |
| Participant deferral / active EE | $828 | $2,591-68.1% | $3,652-77.3% | $3,192-74.1% |
| Admin fee / account holder | $19,360 | $3,610+436.3% | $5,300+265.3% | $4,297+350.5% |