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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 | $124,352 | $118,496+4.9% | $98,461+26.3% | $139,466-10.8% |
| Participation rate | 33.3% | 77.5%-44.1pp | 75.2%-41.8pp | 80.3%-47.0pp |
| Annual return | 14.39% | 18.96%-4.6pp | 21.17%-6.8pp | 373.66%-359.3pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $849 | $5,393-84.3% | $4,738-82.1% | $6,712-87.4% |
| Admin fee / account holder | $2,647 | $14,056-81.2% | $8,961-70.5% | $11,409-76.8% |