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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 | $150,327 | $117,829+27.6% | $102,423+46.8% | $145,877+3.1% |
| Participation rate | 47.6% | 78.6%-31.0pp | 76.5%-28.9pp | 80.3%-32.7pp |
| Annual return | 12.18% | 31.83%-19.7pp | 29.42%-17.2pp | 551.28%-539.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,294 | $5,732-77.4% | $5,054-74.4% | $6,691-80.7% |
| Admin fee / account holder | $3,095 | $13,335-76.8% | $9,455-67.3% | $13,402-76.9% |