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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 | $139,228 | $108,911+27.8% | $100,392+38.7% | $145,884-4.6% |
| Participation rate | 60.9% | 83.0%-22.1pp | 81.5%-20.6pp | 80.3%-19.4pp |
| Annual return | 13.77% | 58.23%-44.5pp | 49.45%-35.7pp | 551.85%-538.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,840 | $8,459-78.2% | $8,090-77.3% | $6,690-72.5% |
| Admin fee / account holder | $3,328 | $9,698-65.7% | $7,904-57.9% | $13,392-75.2% |