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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 | $115,386 | $110,410+4.5% | $102,437+12.6% | $145,897-20.9% |
| Participation rate | 27.8% | 77.9%-50.2pp | 74.5%-46.7pp | 80.3%-52.5pp |
| Annual return | 14.29% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $794 | $5,622-85.9% | $5,060-84.3% | $6,689-88.1% |
| Admin fee / account holder | $551 | $9,745-94.3% | $8,388-93.4% | $13,390-95.9% |