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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 | $121,970 | $118,708+2.7% | $98,920+23.3% | $158,966-23.3% |
| Participation rate | 38.5% | 77.8%-39.4pp | 76.0%-37.6pp | 82.0%-43.5pp |
| Annual return | 14.32% | 372.49%-358.2pp | 196.47%-182.1pp | 302.95%-288.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $336 | $5,089-93.4% | $4,245-92.1% | $5,983-94.4% |
| Admin fee / account holder | $427 | $10,134-95.8% | $6,643-93.6% | $11,250-96.2% |