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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 | $134,465 | $117,829+14.1% | $102,423+31.3% | $145,877-7.8% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 11.75% | 31.83%-20.1pp | 29.42%-17.7pp | 551.28%-539.5pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $206 | $5,732-96.4% | $5,054-95.9% | $6,691-96.9% |
| Admin fee / account holder | $1,850 | $13,335-86.1% | $9,455-80.4% | $13,402-86.2% |