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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 | $106,211 | $116,203-8.6% | $93,621+13.4% | $152,897-30.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.8%-15.8pp | 82.5%-22.5pp |
| Annual return | 40.13% | 35.96%+4.2pp | 32.76%+7.4pp | 345.43%-305.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $590 | $4,605-87.2% | $4,070-85.5% | $5,851-89.9% |
| Admin fee / account holder | $38,944 | $10,751+262.3% | $7,890+393.6% | $11,599+235.7% |