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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 | $117,675 | $106,588+10.4% | $94,215+24.9% | $155,188-24.2% |
| Participation rate | 23.1% | 74.3%-51.2pp | 70.0%-46.9pp | 80.8%-57.7pp |
| Annual return | 8.31% | 29.39%-21.1pp | 28.22%-19.9pp | 148.84%-140.5pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $2,675-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $309 | $4,802-93.6% | $4,276-92.8% | $6,531-95.3% |
| Admin fee / account holder | $26,727 | $12,281+117.6% | $10,216+161.6% | $14,480+84.6% |