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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 | $135,614 | $108,897+24.5% | $100,378+35.1% | $145,877-7.0% |
| Participation rate | 33.3% | 83.0%-49.6pp | 81.5%-48.2pp | 80.3%-47.0pp |
| Annual return | 17.66% | 58.17%-40.5pp | 49.41%-31.7pp | 551.28%-533.6pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,146 | $8,455-86.4% | $8,087-85.8% | $6,691-82.9% |
| Admin fee / account holder | $816 | $9,690-91.6% | $7,899-89.7% | $13,402-93.9% |