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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 | $61,710 | $59,186+4.3% | $76,768-19.6% | $56,287+9.6% |
| Participation rate | 35.8% | 75.2%-39.4pp | 77.0%-41.1pp | 69.9%-34.0pp |
| Annual return | 2154.91% | 6.62%+2148.3pp | 2.43%+2152.5pp | -9.96%+2164.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $698 | $3,255-78.5% | $3,852-81.9% | $3,350-79.1% |
| Admin fee / account holder | $523 | $489+6.9% | $6,675-92.2% | $521+0.4% |