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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 | $133,847 | $110,240+21.4% | $96,544+38.6% | $139,487-4.0% |
| Participation rate | 26.1% | 78.1%-52.0pp | 76.0%-49.9pp | 80.3%-54.2pp |
| Annual return | 16.04% | 26.41%-10.4pp | 25.88%-9.8pp | 373.84%-357.8pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,444 | $5,549-74.0% | $4,851-70.2% | $6,713-78.5% |
| Admin fee / account holder | $44,052 | $11,602+279.7% | $8,254+433.7% | $11,407+286.2% |