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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 | $132,200 | $107,944+22.5% | $91,994+43.7% | $152,885-13.5% |
| Participation rate | 30.0% | 81.2%-51.2pp | 78.6%-48.6pp | 82.5%-52.5pp |
| Annual return | 21.11% | 89.26%-68.2pp | 69.03%-47.9pp | 345.39%-324.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,721 | $6,365-73.0% | $5,923-70.9% | $5,851-70.6% |
| Admin fee / account holder | $4,745 | $10,521-54.9% | $7,743-38.7% | $11,598-59.1% |