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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 | $107,733+9.2% | $92,985+26.6% | $154,746-24.0% |
| Participation rate | 23.1% | 74.6%-51.5pp | 69.5%-46.4pp | 80.7%-57.6pp |
| Annual return | 8.31% | 30.39%-22.1pp | 27.99%-19.7pp | 172.34%-164.0pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $309 | $5,053-93.9% | $4,377-92.9% | $6,730-95.4% |
| Admin fee / account holder | $26,727 | $11,369+135.1% | $9,463+182.4% | $14,365+86.1% |