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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 | $104,071 | $112,131-7.2% | $95,964+8.4% | $158,982-34.5% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 21.81% | 171.19%-149.4pp | 91.64%-69.8pp | 302.99%-281.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,372 | $4,784-71.3% | $4,167-67.1% | $5,983-77.1% |
| Admin fee / account holder | $878 | $10,136-91.3% | $6,797-87.1% | $11,252-92.2% |