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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 | $39,106 | $72,177-45.8% | $115,038-66.0% | $59,633-34.4% |
| Participation rate | 63.6% | 72.6%-8.9pp | 81.4%-17.7pp | 68.7%-5.0pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.2pp |
| Employer contribution / active EE | $647 | $2,841-77.2% | $4,608-85.9% | $2,203-70.6% |
| Participant deferral / active EE | $1,710 | $4,783-64.2% | $6,026-71.6% | $3,192-46.4% |
| Admin fee / account holder | $11,227 | $4,927+127.9% | $8,175+37.3% | $4,297+161.3% |