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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 | $89,449 | $62,583+42.9% | $76,767+16.5% | $64,173+39.4% |
| Participation rate | 63.0% | 72.8%-9.9pp | 77.0%-14.0pp | 69.6%-6.6pp |
| Annual return | 3.53% | -1.95%+5.5pp | 2.43%+1.1pp | 7.63%-4.1pp |
| Employer contribution / active EE | $9,787 | $1,832+434.2% | $2,485+293.8% | $2,381+311.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $12,836 | $4,667+175.0% | $6,675+92.3% | $4,887+162.6% |