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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 | $145,353 | $110,307+31.8% | $96,576+50.5% | $139,456+4.2% |
| Participation rate | 41.7% | 78.1%-36.4pp | 76.0%-34.3pp | 80.3%-38.7pp |
| Annual return | 11.37% | 26.40%-15.0pp | 25.87%-14.5pp | 373.45%-362.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,121 | $5,547-79.8% | $4,851-76.9% | $6,711-83.3% |
| Admin fee / account holder | $5,307 | $11,597-54.2% | $8,253-35.7% | $11,407-53.5% |