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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 | $67,364 | $94,529-28.7% | $140,019-51.9% | $64,173+5.0% |
| Participation rate | 62.7% | 84.1%-21.3pp | 87.5%-24.8pp | 69.6%-6.8pp |
| Annual return | 0.87% | 7.77%-6.9pp | 651.15%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,337 | $3,812-64.9% | $5,605-76.1% | $2,381-43.8% |
| Participant deferral / active EE | $2,387 | $5,250-54.5% | $6,927-65.5% | $3,470-31.2% |
| Admin fee / account holder | $10,622 | $6,741+57.6% | $10,705-0.8% | $4,887+117.3% |