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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 | $128,728 | $117,895+9.2% | $102,460+25.6% | $145,897-11.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 12.16% | 31.92%-19.8pp | 29.47%-17.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,720 | $5,736-70.0% | $5,056-66.0% | $6,689-74.3% |
| Admin fee / account holder | $26,559 | $13,353+98.9% | $9,460+180.8% | $13,390+98.3% |